Overview
Assets Under Management: $1.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 230
Average Client Assets: $7 million
Frequently Asked Questions
NEVILLE, RODIE & SHAW 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 #104969), NEVILLE, RODIE & SHAW INC is subject to fiduciary duty under federal law.
NEVILLE, RODIE & SHAW INC is headquartered in NEW YORK, NY.
NEVILLE, RODIE & SHAW INC serves 230 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, NEVILLE, RODIE & SHAW INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
NEVILLE, RODIE & SHAW INC manages $1.9 billion in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, NEVILLE, RODIE & SHAW INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 230
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.76
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 813
Discretionary Accounts: 800
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 104969
Last Filing Date: 2025-01-21 00:00:00
Website: https://nevrodie.com