NEST FINANCIAL LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 299307
- Website
- nestfinancial.net
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.66%
- HNWI39.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nest Financial LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. Nest Financial LLC does not engage in capital allocation or serve as a pension consultant, positioning itself primarily in the realm of personal financial advisory. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
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 Equities100%
Owners & executives
1 of 1SEAN MCDOUGLE
Chief Compliance OfficerCRD 5735785
Contacts
2 of 2DANIEL DILLARD
FounderCRD 4289333
GLORIA PARK
MentorCRD 6587836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 5540 N Lamar Blvd
- Time zone
- CT (UTC-6)
- Office locations
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