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Mansoor Rafiq Zakaria

NEW VERNON WEALTH MANAGEMENT LLC·HIGHLAND PARK, Illinois
Clean recordNEW VERNON WEALTH MANAGEMENT LLC
799 CENTRAL AVE, HIGHLAND PARK, IL 60035CRD# 1235392Firm CRD# 164775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mansoor Rafiq Zakaria · HIGHLAND PARK, IL
Registration
CRD #1235392 · NEW VERNON WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mansoor Rafiq Zakaria is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with NEW VERNON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NEW VERNON WEALTH MANAGEMENT LLC
NEW VERNON WEALTH MANAGEMENT LLC
AUM
$552M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NEW VERNON WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1235392
Firm CRD# 164775
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mansoor Rafiq Zakaria offer?
Mansoor Rafiq Zakaria specializes in Investment Management, Fee-Only Advisory. Contact their office in HIGHLAND PARK, Illinois for a consultation.
What are Mansoor Rafiq Zakaria's credentials?
Mansoor Rafiq Zakaria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mansoor Rafiq Zakaria located?
Mansoor Rafiq Zakaria is based in HIGHLAND PARK, Illinois, working with NEW VERNON WEALTH MANAGEMENT LLC. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.
How does Mansoor Rafiq Zakaria charge for services?
Mansoor Rafiq Zakaria's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW VERNON WEALTH MANAGEMENT LLC?
NEW VERNON WEALTH MANAGEMENT LLC has approximately 8 employees and manages $552M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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