Sign in
Create a free account
NEIRG WEALTH MANAGEMENT, LLC
NORTH ANDOVER, MA
978-975-2559
SEC #801-122558Total AUM
$899.3M
Employees
15Clients
819Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
231 SUTTON STREET
SUITES 2A AND 2B
NORTH ANDOVER
MA 01845
United States
SUITES 2A AND 2B
NORTH ANDOVER
MA 01845
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
978-975-2559
Other Offices
2
Financials
Total AUM
$899.3M
Accounts
2,552Discretionary
$883.2M
Accounts
2,546Non-Discretionary
$16.1M
Accounts
6
Clients
Individual Clients
623AUM
$196.5M
HNW Individual Clients
182AUM
$621.9M
Pooled Vehicle Clients
1AUM
$33.9M
Corporation or Business Clients
13AUM
$47M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INSURANCE SOLUTIONS, CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACTFLMAMEMINCNHNYPASCTXVA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.