Overview
Assets Under Management: $1.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 230
Average Client Assets: $7 million
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