NECTARINE
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 327155
- Registered since
- August 21, 2023
- Website
- hellonectarine.com
- Fee structure
- Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Nectarine operates as an independent, SEC-registered investment adviser (registered in 2023) organized as a corporation and owned by an individual. The firm focuses on individual and family clients and positions itself as a capital allocator that selects third‑party managers on behalf of clients. Its advisory work centers on financial planning and the selection of other advisers rather than offering extensive in‑house proprietary product lines. Nectarine reports a fixed‑fee (and other) pricing approach and is active across multiple states. The firm does not identify as an active ESG investor and does not describe pension consulting or related‑adviser activities.
Assets & Accounts
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
Owners & executives
2 of 2ARIK PETERSON
Founder & CEOCRD 4356241
Melody Brady
CFOCRD 5917151
Contacts
3 of 30MADISON SHARICK
FounderCRD 6432194
Thomas Modec
Financial PlannerCRD 6817384
John O'Callaghan
OwnerCRD 7723884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1650 Garnet Ave
- Time zone
- PT (UTC-8)
- Office locations
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