THE NEMES RUSH GROUP, LLC

Overview

The Nemes Rush Group, LLC is an SEC-registered limited liability company set up to provide financial planning and portfolio management for individuals, families and smaller institutional clients. The firm operates with an owner-managed structure and is organized to deliver advice alongside broker-dealer and insurance company capabilities. Its fee model mixes percentage-of-AUM billing with fixed-fee engagements, which supports both ongoing portfolio management relationships and project-based planning work. Investment activity shows a clear tilt toward publicly traded equities, with exchange-traded equities representing the largest portion of managed assets. The advisor manages both discretionary and non-discretionary mandates and runs separately managed account (SMA) programs as part of its delivery model. The Nemes Rush Group does not identify as an active ESG investor and has not positioned itself as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices