NRI WEALTH MANAGEMENT, LLC
Tel: 408-373-5570 5201 Great America Pkwy, Suite 350 Santa Clara, California 95054
About NRI WEALTH MANAGEMENT, LLC
NRI WEALTH MANAGEMENT, LLC is a Santa Clara, California based financial advisory firm with nearly $175,219,539 in assets under management and provides investment advisory services for 649 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
162234
Firm SEC#:
801-123014
Assets Under Management:
$175,219,539
No. of Clients:
649
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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