NRI WEALTH MANAGEMENT, LLC

SANTA CLARA, California·1 registered advisor·CRD# 162234
SEC# 801-1230140408-373-5570
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NRI WEALTH MANAGEMENT, LLC

1 registered advisor
Laddi Singh Jhuty
SANTA CLARA, California
CFP
05

Office Locations

SANTA CLARA, California
1 advisor

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Data sourced from SEC Form ADV filings. NRI WEALTH MANAGEMENT, LLC (CRD# 162234) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.