Niro Nivesto LLC

RIASEC Registered
Total AUM
$2.7M
Discretionary
$1.2M
44% of AUM
Avg account
$95.4K
Accounts
28
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
336777
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Niro Nivesto LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individual and family clients, including small-business owners. It charges clients either a percentage of assets under management or fixed fees. Investment activity centers on pooled public vehicles—primarily mutual funds and other public funds—while the firm supplements core portfolios with external alternative managers for hedge fund and real estate exposure. Niro Nivesto does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Its single-office, single-state profile suggests a local or regional client base and a boutique advisory model emphasizing personalized service rather than large-scale institutional capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Cash & Cash Equivalents 12%, Exchange Traded Equities 8%, US Government Bonds 5%, Non-Investment Grade Corp Bonds 5%70%
  • Public Funds/Mutual Funds70%
  • Cash & Cash Equivalents12%
  • Exchange Traded Equities8%
  • US Government Bonds5%
  • Non-Investment Grade Corp Bonds5%

Contacts

1 of 1
  • Chandni Gulati

    Investment AdvisorCRD 8096369

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth