NARDIS ADVISORS LLC

2 Overhill Road
Suite 400
Scarsdale, New York 10583
Tel: 914-997-0403

About NARDIS ADVISORS LLC

NARDIS ADVISORS LLC, formally registered with the SEC as NARDIS ADVISORS LLC. The firm was established in 11/05/2015. They have over 5 offices throughout the country.

NARDIS ADVISORS LLC is a Scarsdale, New York based Financial Planning firm with nearly $126,063,168 assets under management, offering retirement planning & investment advisory services to 320 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151517
SEC#	801-106867
Assets Managed by Firm	$126,063,168
No. of Clients	320
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SELECTION FEE FOR OUTSIDE MANAGERS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	320	$126,063,168
Individuals (other than high net worth individuals)	67	$27,282,220
High net worth individuals	63	$86,466,343
Pension and profit sharing plans	5	$9,456,243
Charitable organizations	Fewer than 5 clients	$2,858,362

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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