Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472628537
SEC advisor number
801-80983
FINRA CRD number
174883
AUM ?
$296.85 mm
(as of 29 Mar 24)
Accounts
2,242
(as of 29 Mar 24)
Employees
19
(17 investment advisory or research)
Brochures
- National Wealth Management Group, LLC - Adv Part 2(A) (5 Mar 23)
- Gerardi Wealth Management (5 Mar 23)
- Alpina Financial Consultants (5 Mar 23)
- Infinite Wealth Planning (5 Mar 23)
- National Wealth Management Group, LLC - Adv Part 2(A) (5 Mar 23)
- Gerardi Wealth Management (5 Mar 23)
- Alpina Financial Consultants (5 Mar 23)
- Infinite Wealth Planning (5 Mar 23)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 May 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23