The Nemes Rush Group, LLC
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 312554
- Registered since
- April 5, 2021
- Website
- nemesrush.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.61%
- Pension & Profit Sharing Plans8.28%
- Individuals7.25%
- Corporations / Businesses2.59%
- Charitable Organizations0.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Nemes Rush Group, LLC is a privately owned limited liability company registered with the SEC in 2021 that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, with some institutional clients. The firm charges a mix of percentage-of-AUM fees and fixed fees for advisory work and identifies its primary activities as financial planning services and portfolio management for individuals and small businesses. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant. It maintains industry ties to a broker-dealer and an insurance company, and is organized under individual ownership rather than as a multi-owner or institutional group.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities68%
- Cash & Cash Equivalents9%
- State & Local Bonds8%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1David Millar
Chief Compliance OfficerCRD 3097309
Contacts
3 of 9
Christopher Nemes
Partner and Co-FounderCRD 6957091
Brian Nemes
Registered RepresentativeCRD 5749660
Logan Schmitt
Client Service AssociateCRD 8294075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 283Active vs passive
$160M in ETFs
80%
$127M
9%
$32.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF (XFIV) | BondBloxx | Passive | Intermediate Government | $20.1M | 413,143 | 12.60% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39500 High Pointe Blvd
- Time zone
- ET (UTC-5)
- Office locations
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