About New Vernon Wealth Management
New Vernon Wealth Management is a company based in Highland Park (United States) founded in 1972 by Nathan Shapiro. It operates as a B2B and B2C. New Vernon Wealth Management offers products and services including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy. New Vernon Wealth Management operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Highland Park, United States
- Founders Nathan Shapiro
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Sectors
Financial Services
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Email
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Phone
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Website
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- Legal Name New Vernon Wealth Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of New Vernon Wealth Management
New Vernon Wealth Management offers a comprehensive portfolio of products and services, including Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy.
Personalized advice to preserve and grow client wealth
Focuses on income from large-cap investments
Aims for long-term value growth in investments
Funding Insights of New Vernon Wealth Management
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Investments & Acquisitions by New Vernon Wealth Management
Investment portfolio details for New Vernon Wealth Management
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Financial Statements - New Vernon Wealth Management
Detailed financials for New Vernon Wealth Management
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New Vernon Wealth Management Comparisons
Peer comparison for New Vernon Wealth Management
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Competitors of New Vernon Wealth Management
New Vernon Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of New Vernon Wealth Management
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Latest news on New Vernon Wealth Management
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Frequently Asked Questions about New Vernon Wealth Management
New Vernon Wealth Management was founded in 1972.
New Vernon Wealth Management is headquartered in Highland Park, United States. It is registered at Highland Park, Illinois, United States.
New Vernon Wealth Management is a fee-only SEC registered investment advisor founded in 1972, focusing on personalized advice to preserve and grow wealth for high net worth individuals and families. Based in Highland Park, Illinois, United States, it offers strategies like large-cap income and value appreciation. The firm builds long-term relationships through conflict-free services, serving both individuals and institutions with tailored financial solutions.
New Vernon Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
New Vernon Wealth Management offers Wealth Management Services, Large-Cap Income Strategy, and Value Appreciation Strategy.