Nrg Wealth Management
Nrg Wealth Management (CRD# 289548) is a financial advisory firm headquartered in Oro Valley, AZ. They manage $171,384,457 in 366 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management171MILLION
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Total Number of Accounts366ACCOUNTS
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Average Account Value$468,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, NE, TX
John Davis (CRD# 2423123) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 29 years of experience in the finance industry.
Stefanie Morgan (CRD# 2178991) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 30 years of experience in the finance industry.
Monica Salazar (CRD# 6562940) is an Investment Advisor Representative working at Nrg Wealth Management in Oro Valley, AZ and has over 5 years of experience in the finance industry.