NISMAN INVESTMENT SERVICES INC.
Firm details
- Headquarters
- EAST BRUNSWICK, New Jersey
- CRD number
- 121837
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.08%
- HNWI45.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nisman Investment Services Inc. operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It does not engage in capital allocation or serve as a pension consultant, which allows it to concentrate on personalized advisory activities. Nisman Investment Services Inc. does not actively pursue ESG investments and maintains a client base that includes individuals and families.
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 Equities62%
- Non-Exchange Traded Equities17%
- Cash & Cash Equivalents17%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1ROBERT NAHUM
Chief Financial OfficerCRD 2542976
Contacts
1 of 1GAIL NISMAN
President of InvestmentsCRD 4604465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST BRUNSWICK, NJ
MIDDLESEX
Location
EAST BRUNSWICK, NJ
Headquartered in EAST BRUNSWICK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 11 Brunswick Woods Dr
- Time zone
- ET (UTC-5)
- Office locations
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