$329.5M Total AUM
$329.5M Disc. AUM
25.6% 3Y CAGR
1 Employees
39 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
555 Crosstown Parkway Suite 405 Kalamazoo MI
About N.v.n.g. Investments, Inc.
N.v.n.g. Investments, Inc. is a Kalamazoo-based RIA. The firm has been operating for 15 years. Managing $329.5M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Life Insurance.
Team overview
-- AVG AGE
$329.5M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Unison Pioneer Ridge focus Atlas bridge
Client Personas
Capital
Custodian
Zenith Glacier capital Harbor
Investment Themes
Fusion horizon Beacon
Investment Vehicles
Insight
Services
Bridge North Legacy north Beacon ridge
Owner & Executives
R
ROBERT WILLIAM HUISKAMP MR
Chief Compliance Officer, President
- CRD
- #4346852
- Ownership
- 75% or more
(905) 542-1117
radial.bridge@summitcapital.com
in linkedin.com/in/catalyst-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,523,178 | $8,037,151 |
| Non-Discretionary | $0 | -- |
| Total | $329,523,178 | $8,037,151 |
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Separately Managed Accounts
Total SMA Asset: $329,523,178
Equity - Exchange:
45.8% Cash:
38.8% Corporate - Investment Grade:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,210,251,596 | 45.8% |
| Cash | $2,719,601,788 | 38.8% |
| Corporate - Investment Grade | $1,079,429,576 | 15.4% |
| Total | $7,009,282,960 | 100.0% |