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NRI WEALTH MANAGEMENT, LLC

Tel: 408-373-5570
5201 Great America Pkwy, Suite 350
Santa Clara, California  95054

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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

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

Firm CRD#:

162234

SEC#:

801-123014

No. of Clients:

649

Assets under Management

$175,219,539

No. of Advisors:

2

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