Neeraj
Bhatia
Neirg Wealth Management, LLC
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About this Advisor
Neeraj Bhatia is a financial advisor operating in Arlington, Massachusetts. Bhatia is on the advisory team at Neirg Wealth Management, LLC. They have spent all of their employment at Neirg Wealth Management, Llc. Bhatia is approved to work in Massachusetts. Neirg Wealth Management, LLC is an advisory business that has its headquarters in North Andover, MA. The investment advisory business has offices in two locations and a total of 15 people on staff. It controls $899 million in assets under management across its 2,552 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,552 accounts, 22% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Neirg Wealth Management, LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on the type of services provided. However, fee types charged by Neirg Wealth Management, LLC can include asset-based, hourly, fixed, performance-based and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Neirg Wealth Management, LLC Brokerage Details
$899,331,214
15
2,552
$352,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Neeraj Bhatia Work History
Neeraj has been registered as a financial advisor for 0 years.*
Bhatia & Bhatia Cpa'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Neeraj Bhatia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Neirg Wealth Management, LLC
New Hampton, NH
Windham, NH
North Andover, MA
North Andover, MA
Hudson, NH
North Andover, MA
Naples, FL
Windham, NH
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