New Vernon Wealth Management LLC

New Vernon Wealth Management LLC (CRD# 164775) is a financial advisory firm headquartered in Highland Park, IL. They manage $551,945,855 in 404 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
799 Central Ave, Suite 350, Highland Park, IL 60035
http://www.newvernonwealth.com
By the Numbers
  • Total Assets Under Management
    552
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $1,366,203
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, NJ, NY, TX

Financial Advisors at New Vernon Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Shapiro, financial advisor Highland Park IL
Daniel M. Shapiro
CRD#: 1989147
799 Central Ave, Suite 350, Highland Park, IL 60035

Daniel Shapiro (CRD# 1989147) is an Investment Advisor Representative working at New Vernon Wealth Management LLC in Highland Park, IL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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