Nightingale Financial Advisory

RIASEC Registered
Total AUM
$41.8M
Discretionary
$41.7M
100% of AUM
Avg account
$697K
Accounts
60
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
137496
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM
Client types
  • HNWI89.83%
  • Individuals10.17%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Nightingale Financial Advisory operates as a sole proprietorship owned by an individual and focuses on fee-based portfolio management for individuals, families and small businesses, as well as for business or institutional clients. The firm charges a percentage-of-AUM advisory fee and does not present itself as a capital allocator or as an active ESG investor. Its regulatory registration year is not listed in the available data, and it does not identify as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Jerry Nightingale

    Jerry Nightingale

    PrincipalCRD 2471586

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth