NEYREY, RENE' J.

Overview

Neyrey, Rene' J. operates as a sole proprietorship, providing portfolio management services primarily for individuals and small businesses. The firm focuses on managing assets with a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, Neyrey, Rene' J. also functions as an insurance broker, allowing for a diversified approach to client financial needs. The firm caters to both individual and family clients, as well as institutional clients, indicating a broad service offering.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices