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NEST FINANCIAL LLC

CRD 299307

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5540 N LAMAR BLVD, AUSTIN, TX, 78756, United States

Phone

512-944-4882

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$30.5M

Discretionary AUM

$30.5M

Team

2 total employees; 2 advisory reps; 60 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2024-01-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals60$18.5M
High net worth individuals10$12.0M

All web addresses on file

Official SEC filing: View on IAPD