Nestyield ETFs

RIASEC RegisteredEst. 2024
Total AUM
$517M
Discretionary
$517M
100% of AUM
Avg account
$171K
Accounts
3,033
Employees
3
Advisory reps
3

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

FINTRX

Overview

Nestyield ETFs is an SEC-registered institutional registered investment adviser organized as an LLC in 2024. The firm is owned by an individual and lists its client base as institutional, while its advisory scope includes portfolio management for individuals and small businesses as well as for investment companies. Compensation is through both a percentage-of-AUM fee model and commissions. Nestyield ETFs does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm reports affiliations with a broker-dealer, another investment adviser, and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 50%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds50%

Owners & executives

2 of 2
  • John Mcdevitt

    John Mcdevitt

    Chief Compliance OfficerCRD 5234258

  • Manuel Ramos

    Manuel Ramos

    Chief Investment StrategistCRD 1956224

Contacts

1 of 1
  • Wilmer Cordoba

    Wilmer Cordoba

    Junior Portfolio ManagerCRD 6857480

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth