Overview
Assets Under Management: $149 million
Headquarters: WILMETTE, IL
High-Net-Worth Clients: 1
Average Client Assets: $147 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.83
Average High-Net-Worth Client Assets: $147 million
Total Client Accounts: 296
Non-Discretionary Accounts: 296
Regulatory Filings
CRD Number: 131763
Filing ID: 1955386
Last Filing Date: 2025-03-14 11:51:00
Website: https://nsinv.com