Niro Nivesto LLC
Firm details
- Headquarters
- ,
- CRD number
- 336777
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Cash & Cash Equivalents12%
- Exchange Traded Equities8%
- US Government Bonds5%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1Chandni Gulati
Investment AdvisorCRD 8096369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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