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Building 2NRI WEALTH MANAGEMENT, LLC

Map pinSANTA CLARA, CA
Phone408-373-5570
NotebookSEC #801-123014
Total AUM
$309.8M
Employees
2
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5201 GREAT AMERICA PKWY, SUITE 320
SANTA CLARA
CA 95054
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
408-373-5570

ReceiptFinancials

Total AUM
$309.8M
Accounts
888
Discretionary
$309.8M
Accounts
888
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
102
AUM
$57.1M
HNW Individual Clients
185
AUM
$247.3M
Corporation or Business Clients
3
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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