Overview
Assets Under Management: $260 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 29
Average Client Assets: $9 million
Frequently Asked Questions
N.V.N.G. INVESTMENTS, INC. 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 #107446), N.V.N.G. INVESTMENTS, INC. is subject to fiduciary duty under federal law.
N.V.N.G. INVESTMENTS, INC. is headquartered in KALAMAZOO, MI.
N.V.N.G. INVESTMENTS, INC. serves 29 high-net-worth clients according to their SEC filing dated January 15, 2025. View client details ↓
According to their SEC Form ADV, N.V.N.G. INVESTMENTS, INC. offers portfolio management for individuals. View all service details ↓
N.V.N.G. INVESTMENTS, INC. manages $260 million in client assets according to their SEC filing dated January 15, 2025.
According to their SEC Form ADV, N.V.N.G. INVESTMENTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.25
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 42
Discretionary Accounts: 42
Regulatory Filings
CRD Number: 107446
Last Filing Date: 2025-01-15 00:00:00