Overview
Assets Under Management: $175 million
Headquarters: SANTA CLARA, CA
High-Net-Worth Clients: 195
Average Client Assets: $953,428
Frequently Asked Questions
NRI WEALTH MANAGEMENT, LLC 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 #162234), NRI WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NRI WEALTH MANAGEMENT, LLC is headquartered in SANTA CLARA, CA.
NRI WEALTH MANAGEMENT, LLC serves 195 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, NRI WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NRI WEALTH MANAGEMENT, LLC manages $175 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, NRI WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.15
Average High-Net-Worth Client Assets: $953,428
Total Client Accounts: 649
Discretionary Accounts: 649
Regulatory Filings
CRD Number: 162234
Last Filing Date: 2024-03-06 00:00:00
Website: https://nriwealth.com