Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > oro valley > NRG WEALTH MANAGEMENT
NRG WEALTH MANAGEMENT
12115 North Oracle Road
Suite 151
Oro Valley, Arizona 85737
Tel: (520) 818-7822
About NRG WEALTH MANAGEMENT
NRG WEALTH MANAGEMENT, formally registered with the SEC as NRG WEALTH MANAGEMENT. The firm was established in 05/28/2019. They have over 1 offices throughout the country.
NRG WEALTH MANAGEMENT is a Oro Valley, Arizona based Financial Planning firm with nearly $193,315,678 assets under management, offering retirement planning & investment advisory services to 384 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289548 |
| SEC# | 801-116690 |
| Assets Managed by Firm | $193,315,678 |
| No. of Clients | 384 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 384 | $193,315,678 |
| Individuals (other than high net worth individuals) | 65 | $22,050,126 |
| High net worth individuals | 80 | $171,265,552 |
More Retirement Planning firms in Oro Valley, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
| $6,370,551,613 | 20 | 105 | |
| $6,072,332,268 | 87 | 17 |
Explore More Retirement Advisors in Oro Valley, Arizona