NVNG INVESTMENT ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MADISON, Wisconsin
CRD number
307219
Registered since
February 11, 2021
Website
nvngia.com

Firm profile

FINTRX

Overview

Nvng Investment Advisors, LLC is an SEC-registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is individually owned and operates as a sponsor, general partner and managing member of pooled investment vehicles rather than positioning itself as a traditional wealth manager with retail advisory relationships. It is not classified as a capital allocator, is not an active ESG investor, and does not serve as a pension consultant or related adviser under the available data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Carrie Thome

    Managing DirectorCRD 7217264

  • JAMES BUCHANAN

    Co-Founder & Managing DirectorCRD 6064422

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

MADISON, WI

DANE

Location

MADISON, WI

Headquartered in MADISON, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
DANE
Address
612 W Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth