Overview
Assets Under Management: $119 million
Headquarters: INDIALANTIC, FL
High-Net-Worth Clients: 33
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 557
Discretionary Accounts: 557
Regulatory Filings
CRD Number: 311853
Last Filing Date: 2025-02-25 00:00:00
Website: https://nautiluswealthadvisors.com