Overview
Assets Under Management: $175 million
Headquarters: SANTA CLARA, CA
High-Net-Worth Clients: 195
Average Client Assets: $953,428
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