NEXUS338

6409 81st Street
Cabin John, Maryland 20818
Tel: 571-348-0800

About NEXUS338

NEXUS338, formally registered with the SEC as NEXUS338. The firm was established in 09/07/2021. They have over 1 offices throughout the country.

NEXUS338 is a Cabin John, Maryland based Financial Planning firm with nearly $351,805,973 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315250
SEC#	801-122274
Assets Managed by Firm	$351,805,973
No. of Clients	346
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (PLAN FIDUCIARIES, PLAN SPONSORS OR APPOINTED COMMITTEES AND FIDUCIARIES OF ACCOUNT BASED-DEFINED CONTRIBUTION RETIREMENT PLANS)

Firm Client Information

	No. of Clients	AUM
Firm Total	346	$351,805,973
Individuals (other than high net worth individuals)	Fewer than 5 clients	$637,368
High net worth individuals	11	$38,229,962
Pension and profit sharing plans	131	$302,861,552
Corporations or other businesses	Fewer than 5 clients	$10,077,091

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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