Overview
Assets Under Management: $899 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 182
Average Client Assets: $3.4 million
Frequently Asked Questions
NEIRG WEALTH MANAGEMENT, LLC 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 #317032), NEIRG WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NEIRG WEALTH MANAGEMENT, LLC is headquartered in NORTH ANDOVER, MA.
NEIRG WEALTH MANAGEMENT, LLC serves 182 high-net-worth clients according to their SEC filing dated September 27, 2023. View client details ↓
According to their SEC Form ADV, NEIRG WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
NEIRG WEALTH MANAGEMENT, LLC manages $899 million in client assets according to their SEC filing dated September 27, 2023.
According to their SEC Form ADV, NEIRG WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.15%
Average Client Assets: $3.4 million
Total Client Accounts: 2,552
Discretionary Accounts: 2,546
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 317032
Filing ID: 1790074
Last Filing Date: 2023-09-27 15:46:00