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NEXXUS HOLDINGS ADVISORS LLC

800 Miramonte Dr
Suite 380
Santa Barbara, California 93109
Tel: 805-880-4105

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About NEXXUS HOLDINGS ADVISORS LLC

NEXXUS HOLDINGS ADVISORS LLC, formally registered with the SEC as NEXXUS HOLDINGS ADVISORS LLC. The firm was established in 07/08/2014. They have over 1 offices throughout the country.

NEXXUS HOLDINGS ADVISORS LLC is a Santa Barbara, California based Financial Planning firm with nearly $151,218,475 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166884
SEC#801-80020
Assets Managed by Firm$151,218,475
No. of Clients4
No. of Advisors4

Fee Structure

  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total4$151,218,475

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