Overview
Assets Under Management: $175 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 196
Discretionary Accounts: 196
Regulatory Filings
CRD Number: 310602
Last Filing Date: 2024-08-29 00:00:00
Website: https://ndvr.com