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N.V.N.G. INVESTMENTS, INC.

KALAMAZOO, MI · CRD 107446 · IAPD ↗ · 269-329-2422

$329.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
0States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
February 2026 — N.V.N.G. INVESTMENTS, INC. reported RAUM up 27% ($260.5M -> $329.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2024 — N.V.N.G. INVESTMENTS, INC. reported RAUM up 30% ($172.9M -> $225.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.