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 that provides financial planning and discretionary portfolio management primarily for individual and family clients, with some institutional relationships. The firm charges a mix of asset-based fees and fixed fees and reports serving individuals, families and small-business owners. It is SEC-registered (registered in 2021) and describes its staffing/ownership as an individual owner structure. The firm lists brokerage and insurance company affiliations among its industry relationships and does not position itself as an ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 297Active vs passive
$166M in ETFs
36%
$59.9M
10%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF (LDRT) | BlackRock | $72.3M | 2,941,536 | 43.49% |
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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