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NILSINE PARTNERS, LLC

5675 Dtc Boulevard
Suite 175
Greenwood Village, Colorado 80111
Tel: 303-529-5800

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About NILSINE PARTNERS, LLC

NILSINE PARTNERS, LLC, formally registered with the SEC as NILSINE PARTNERS, LLC. The firm was established in 08/12/2021. They have over 2 offices throughout the country.

NILSINE PARTNERS, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $1,236,202,842 assets under management, offering retirement planning & investment advisory services to 1382 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315694
SEC#801-122071
Assets Managed by Firm$1,236,202,842
No. of Clients1382
No. of Advisors14

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 pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1382$1,236,202,842
Individuals (other than high net worth individuals)148$44,344,397
High net worth individuals341$1,016,217,359
Corporations or other businesses8$175,641,086

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PUBLIC TRUST ADVISORS, LLC
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TRANSAMERICA ASSET MANAGEMENT, INC.
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EMPOWER CAPITAL MANAGEMENT, LLC
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