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NEW VERNON WEALTH MANAGEMENT LLC
NEW VERNON WEALTH MANAGEMENT LLC
HIGHLAND PARK, Illinois
·
1 registered advisor
·
CRD# 164775
SEC# 801-77619
0
847-926-5700
01
Firm Overview
AUM
$552M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at NEW VERNON WEALTH MANAGEMENT LLC
1 registered advisor
Mansoor Rafiq Zakaria
HIGHLAND PARK, Illinois
CRD# 1235392
05
Office Locations
HIGHLAND PARK, Illinois
1 advisor
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Data sourced from SEC Form ADV filings. NEW VERNON WEALTH MANAGEMENT LLC (CRD# 164775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.