Overview
Assets Under Management: $183 million
High-Net-Worth Clients: 79
Average Client Assets: $1.8 million
Frequently Asked Questions
NARDIS ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151517), NARDIS ADVISORS LLC is subject to fiduciary duty under federal law.
NARDIS ADVISORS LLC serves 79 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, NARDIS ADVISORS LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
NARDIS ADVISORS LLC manages $183 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, NARDIS ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.60%
Average Client Assets: $1.8 million
Total Client Accounts: 378
Discretionary Accounts: 376
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 151517
Filing ID: 2059877
Last Filing Date: 2026-03-26 09:27:46