NESTYIELD ETFS
Firm details
- Headquarters
- DOWNEY, California
- CRD number
- 332971
- Registered since
- October 18, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Commissions
- Client types
- Other Investment Advisers64.24%
- Investment Companies35.76%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Nestyield ETFs is organized as a limited liability company and registered with the SEC in 2024. The firm serves primarily institutional clients while also offering portfolio management for individuals, small businesses, and investment companies. Its revenue model combines a percentage-of-AUM fee with commissions. Nestyield ETFs does not report an active ESG program and is not listed as a multi-state or pension consultant adviser. The firm operates in conjunction with affiliated industry entities including a broker-dealer, another investment adviser, and an insurance company.
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 Equities50%
- Public Funds/Mutual Funds50%
Owners & executives
2 of 2JOHN MCDEVITT
Chief Compliance OfficerCRD 5234258
MANUEL RAMOS
Chief Investment StrategistCRD 1956224
Contacts
1 of 1Wilmer Cordoba
Junior Portfolio ManagerCRD 6857480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOWNEY, CA
LOS ANGELES
Location
DOWNEY, CA
Headquartered in DOWNEY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 8141 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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