N
CRD: 336777
Niro Nivesto LLC
Garnet Valley, PA
2672257875
$2.7M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2025
- Office Locations
- 1
Office Locations
-- Garnet Valley PA
About Niro Nivesto LLC
Niro Nivesto LLC is a Garnet Valley-based RIA. The firm has been operating for 1 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$190.7K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
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Asset Classes
Bridge focus Oak zenith Pioneer meridian
Client Personas
Vertex Summit bridge Horizon crest
Investment Themes
Glacier Momentum vector
Investment Vehicles
Vector legacy
Services
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Owner & Executives
C
Chandni Gulati
Managing Member
- CRD
- #8096369
- Ownership
- 75% or more
(452) 915-9695
zenith.peak@valuecapital.com
in linkedin.com/in/legacy-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,179,141 | -- |
| Non-Discretionary | $1,491,024 | -- |
| Total | $2,670,165 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,670,165
Public Funds:
29.0% Cash:
22.9% Equity - Exchange:
11.1% Corporate - Non-Investment Grade:
7.8% U.S. Government/Agency:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $613,307,661 | 29.0% |
| Cash | $484,301,567 | 22.9% |
| Equity - Exchange | $234,748,794 | 11.1% |
| Corporate - Non-Investment Grade | $164,958,612 | 7.8% |
| U.S. Government/Agency | $617,537,370 | 29.2% |
| Total | $2,114,854,004 | 100.0% |