Overview
Assets Under Management: $11.7 billion
High-Net-Worth Clients: 11
Average Client Assets: $46 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.31
Average High-Net-Worth Client Assets: $46 million
Total Client Accounts: 2,033
Discretionary Accounts: 2,033
Regulatory Filings
CRD Number: 284803
Filing ID: 1973918
Last Filing Date: 2025-03-31 14:01:00
Website: https://nb.com