NEIRG WEALTH MANAGEMENT, LLC
NEIRG WEALTH MANAGEMENT, LLC of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 317032). Regulatory assets under management: $899.3M.
Registration
- CRD: 317032
- SEC file number: 801-122558
- Type: Registered investment adviser
- Location: 231 SUTTON STREET, SUITES 2A AND 2B, NORTH ANDOVER, MA, 01845
- Phone: 978-975-2559
- Latest filing: 2023-09-27
- Regulatory AUM: $899.3M
- Discretionary AUM: $883.2M
- Non-discretionary AUM: $16.1M
- Clients: 15
- Accounts: 2,552
Officers, owners & control persons (6)
| Name | Role | Location |
|---|
| GIACOUMAKIS NICHOLAS JOHN | PRESIDENT | — |
| WILDE PATRICK JAMES | CHIEF OPERATING OFFICER | — |
| STELLEY JOHN C | COMPLIANCE OFFICER | — |
| Cowles Robert Michael | CHIEF COMPLIANCE OFFICER | — |
| PIRRI BRIAN CHRISTOPHER | PRINCIPAL | — |
| BENNARD MOLLY LYNN | CHIEF EXECUTIVE OFFICER, CONNECTUS | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| TOPRIDGE CAPITAL PARTNERS (AI), L.P. | Private Equity Fund | — | 40 | $33.9M | $500K |
Fund service providers (1)
- administrator: UMB FUND SERVICES
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