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| Happy Holidays!! thanks for using AUM13F!! |
| NVNG Investments Inc
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|---|---|
| CRD # | 107446 |
| SEC # | 801-113011 |
| CIK # | |
| AUM | $260.5 M (2025-01-15) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 269-329-2422 |
| Address | 555 Crosstown Parkway Kalamazoo, MI 49008-1982 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.0 |
| (b) Individuals (high net worth individuals) | 29 | 255.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 42 | 260.5 |
| By Discretionary | ||
| Discretionary | 42 | 260.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 42 | 260.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.5 | |
| Total | 42 | 260.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bonner & Smith LLC
✚
|
TX | 0.3 |
|
Treiberg Wealth Management Inc
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|
AZ | 0.3 |
|
Enright Mollin Cascio & Ramusevic Inc
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|
NY | 0.3 |
|
Tiller Partners LLC
✚
|
CA | 0.3 |
|
Dominion Portfolio Management Inc
✚
|
TX | 0.3 |
|
Greenhouse Wealth Management LLC
✚
|
CT | 0.3 |
|
McAllister Capital Management Corporation
✚
|
MS | 0.3 |
|
Shaker Financial Services LLC
✚
|
MD | 0.3 |
|
Lynch Asset Management Inc
✚
|
0.3 | |
|
Briggs Wealth Management Inc
✚
|
CT | 0.3 |