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NEW VERNON WEALTH MANAGEMENT LLC

Tel: 847-926-5700
799 Central Ave
Suite 350
Highland Park, Illinois  60035

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NEW VERNON WEALTH MANAGEMENT LLC

NEW VERNON WEALTH MANAGEMENT LLC is a Highland Park, Illinois based financial advisory firm with nearly $551,945,855 in assets under management and provides investment advisory services for 404 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

164775

SEC#:

801-77619

No. of Clients:

404

Assets under Management

$551,945,855

No. of Advisors:

8

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