Nexus One Financial Advisors LLC

Overview

Nexus One Financial Advisors LLC is an independent, SEC-registered RIA organized as an LLC. The firm bills clients on a percentage-of-assets-under-management basis and serves individual and family clients, with advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm is not positioned as a capital allocator and does not describe itself as an ESG investor. It is not a multi-state adviser and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices