Overview
Assets Under Management: $175 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 112
Average Client Assets: $2 million
Frequently Asked Questions
NDVR, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310602), NDVR, INC. is subject to fiduciary duty under federal law.
NDVR, INC. is headquartered in BOSTON, MA.
NDVR, INC. serves 112 high-net-worth clients according to their SEC filing dated August 29, 2024. View client details ↓
According to their SEC Form ADV, NDVR, INC. offers financial planning and portfolio management for individuals. View all service details ↓
NDVR, INC. manages $175 million in client assets according to their SEC filing dated August 29, 2024.
According to their SEC Form ADV, NDVR, INC. serves high-net-worth individuals. View client details ↓
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