Overview
Assets Under Management: $178 million
High-Net-Worth Clients: 99
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 99
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 162
Discretionary Accounts: 162
Regulatory Filings
CRD Number: 124194
Last Filing Date: 2025-02-11 00:00:00
Website: https://nfai.com