National Retirement Planning Experts

National Coverage
Local Professionals

NRG WEALTH MANAGEMENT

Tel: (520) 818-7822
12115 North Oracle Road
Suite 151
Oro Valley, Arizona  85737

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

NRG WEALTH MANAGEMENT

NRG WEALTH MANAGEMENT is a Oro Valley, Arizona based financial advisory firm with nearly $193,315,678 in assets under management and provides investment advisory services for 384 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

289548

SEC#:

801-116690

No. of Clients:

384

Assets under Management

$193,315,678

No. of Advisors:

5

More Financial Advisory Firms in Oro Valley, Arizona

Financial Advisory FirmFirm CRD#No. of Advisors
VOYA INVESTMENTS, LLC 111091121
GI PARTNERS 161573152
DAVIS SELECTED ADVISERS LP 108674123
BALBEC CAPITAL MANAGEMENT LP 284363105
SMEAD CAPITAL MANAGEMENT, INC. 14356717
TFO FAMILY OFFICE PARTNERS 15944075

More Firms in Oro Valley, Arizona >>