NVNG Investments Inc

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Assets, Funds, Holdings

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NVNG Investments Inc
CRD #107446
SEC #801-113011
CIK #
AUM $329.5 M (2026-01-29)
Employees 1 (100% Investors, 0% Brokers)
Phone269-329-2422
Address555 Crosstown Parkway
Kalamazoo, MI 49008-1982
Source [IAPD]
Total AUM ($M)
3502802101407001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 1.4
(b) Individuals (high net worth individuals) 39 328.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 41 329.5
By Discretionary
Discretionary 41 329.5
Non-Discretionary 0 0.0
Total 41 329.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 329.5
Total 41 329.5
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CA 0.3
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Ballast Capital Advisors LLC
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Artifex Financial Group LLC
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Kenney Investments Inc
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OMC Financial Services Ltd
NY 0.3
Torrey Growth & Income Advisors LLC
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Thomas Story and Son LLC
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