Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > NAUTILUS ADVISORS LLC
NAUTILUS ADVISORS LLC
4747 Morena Blvd.
Suite 358
San Diego, California 92117
Tel: 619-573-4590
About NAUTILUS ADVISORS LLC
NAUTILUS ADVISORS LLC, formally registered with the SEC as NAUTILUS ADVISORS LLC. The firm was established in 09/01/2010. They have over 2 offices throughout the country.
NAUTILUS ADVISORS LLC is a San Diego, California based Financial Planning firm with nearly $235,276,275 assets under management, offering retirement planning & investment advisory services to 468 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154169 |
| SEC# | 801-71754 |
| Assets Managed by Firm | $235,276,275 |
| No. of Clients | 468 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 468 | $235,276,275 |
| Individuals (other than high net worth individuals) | 22 | $17,658,455 |
| High net worth individuals | 214 | $215,405,142 |
| Charitable organizations | Fewer than 5 clients | $2,212,678 |
More Retirement Planning firms in San Diego, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in San Diego, California