Big Wave Advisors, Inc.
RIASEC Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$200K
Accounts
30
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 134044
- Website
- www.bigw.com.au
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Big Wave Advisors, Inc. operates as a corporation focused on portfolio management for individuals and small businesses. The firm is structured to manage assets through a fee structure based on a percentage of assets under management (AUM). While it does not actively engage in ESG investing, it provides a range of advisory services tailored to its clients' financial needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1
David Nielsen
President and OwnerCRD 1053582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations