Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > NBW CAPITAL LLC
NBW CAPITAL LLC
211 Congress Street
Suite 901
Boston, Massachusetts 02110
Tel: 617-482-2222
About NBW CAPITAL LLC
NBW CAPITAL LLC, formally registered with the SEC as NBW CAPITAL LLC. The firm was established in 07/24/2008. They have over 1 offices throughout the country.
NBW CAPITAL LLC is a Boston, Massachusetts based Financial Planning firm with nearly $525,323,747 assets under management, offering retirement planning & investment advisory services to 608 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147306 |
| SEC# | 801-69253 |
| Assets Managed by Firm | $525,323,747 |
| No. of Clients | 608 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 608 | $525,323,747 |
| Individuals (other than high net worth individuals) | 253 | $280,429,655 |
| High net worth individuals | 10 | $71,330,047 |
| Pension and profit sharing plans | Fewer than 5 clients | $9,440,951 |
| Charitable organizations | 5 | $25,963,468 |
| Other investment advisers | Fewer than 5 clients | $73,843,352 |
| Corporations or other businesses | 12 | $39,334,925 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Boston, Massachusetts