NRI Wealth Management LC (CIK: 0002027950) EDGAR, Information, Filings... CompaniesBIO.Com

NRI Wealth Management LC

Mailing address
5201 GREAT AMERICA PKWY, STE 350, SANTA CLARA, CA, 95054
Phone
4083735570
State location
California
State of incorporation
N/A
Fiscal year end
N/A
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by NRI Wealth Management LC

Filings	Format	Description	Filed/Effective	File/Film Number
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002027950-24-000004 (34 Act) Size: 16 KB	Aug-07-2024	028-24267 241183003
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002027950-24-000003 (34 Act) Size: 16 KB	Aug-07-2024	028-24267 241182988
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0002027950-24-000002 (34 Act) Size: 3 KB	Aug-07-2024	028-24267 241180817
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0002027950-24-000001 (34 Act) Size: 16 KB	Aug-07-2024	028-24267 241180794

Recent 20 filings. View all NRI Wealth Management LC filings

Overall rating 5.0

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.