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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2008
- Office Locations
- 1
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About Nardene Wealth Management INC
Nardene Wealth Management provides personalized investment management and financial planning for retail investors, including 401(k) services, rollovers and Roth IRAs, and coordination with qualified attorneys on trusts and wills. Led by founder Michael Ching, a former Charles Schwab award-winning broker with deep fixed-income experience, the firm builds strategies across stocks, mutual funds and bonds and offers faith-based BRI model portfolios through Christian Wealth Management; Ching is also a Dave Ramsey SmartVestor Pro.
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Owner & Executives
MICHAEL PAUL CHING
Founder, President
- CRD
- #2051991
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,909,111,707 | 36.6% |
| Corporate - Investment Grade | $675,613,374 | 8.5% |
| Cash | $1,494,297,817 | 18.8% |
| U.S. Government/Agency | $2,869,369,743 | 36.1% |
| Total | $7,948,392,641 | 100.0% |