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Robert Michael Cowles

NEIRG WEALTH MANAGEMENT, LLC·NORTH ANDOVER, Massachusetts
Clean recordNEIRG WEALTH MANAGEMENT, LLC
231 SUTTON STREET, NORTH ANDOVER, MA 01845CRD# 6610042Firm CRD# 317032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Michael Cowles · NORTH ANDOVER, MA
Registration
CRD #6610042 · NEIRG WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Michael Cowles is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with NEIRG WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NEIRG WEALTH MANAGEMENT, LLC
NEIRG WEALTH MANAGEMENT, LLC
AUM
$899M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at NEIRG WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Regulatory
SEC/IARD CRD# 6610042
Firm CRD# 317032
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Michael Cowles offer?
Robert Michael Cowles specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.
What are Robert Michael Cowles's credentials?
Robert Michael Cowles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Michael Cowles located?
Robert Michael Cowles is based in NORTH ANDOVER, Massachusetts, working with NEIRG WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.
How does Robert Michael Cowles charge for services?
Robert Michael Cowles's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEIRG WEALTH MANAGEMENT, LLC?
NEIRG WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $899M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEIRG WEALTH MANAGEMENT, LLC

Brian Christopher Pirri
NORTH ANDOVER, MA
Nicholas John Giacoumakis
NORTH ANDOVER, MA

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Research
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