NBS FINANCIAL SERVICES, INC.

340 N Westlake Blvd
Ste 112
Westlake Village, California 91362
Tel: 805.497.2497

About NBS FINANCIAL SERVICES, INC.

NBS FINANCIAL SERVICES, INC, formally registered with the SEC as NBS FINANCIAL SERVICES, INC. The firm was established in 04/25/1984. They have over 1 offices throughout the country.

NBS FINANCIAL SERVICES, INC. is a Westlake Village, California based Financial Planning firm with nearly $248,283,334 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110600
SEC#	801-21123
Assets Managed by Firm	$248,283,334
No. of Clients	402
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	402	$248,283,334
Individuals (other than high net worth individuals)	91	$13,332,365
High net worth individuals	50	$215,259,554
Pension and profit sharing plans	6	$16,390,344
Charitable organizations	1	$1,149,475
Corporations or other businesses	1	$2,151,596

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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