Nubian Square Investment Advisors, LLC
Firm details
- Headquarters
- Brookline, Massachusetts
- CRD number
- 315955
- Website
- nubiansquareia.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI44.03%
- Charitable Organizations36.31%
- Individuals19.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nubian Square Investment Advisors, LLC is an independent, individually owned advisory firm that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines portfolio management and financial planning with insurance brokerage services. Its advisory scope includes managing portfolios for individuals, small businesses and institutions, selecting third‑party advisers, and running educational seminars and workshops. Fees are charged as a percentage of assets under management, and the firm also offers hourly and fixed‑fee arrangements.
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Jock Payten
President and CEOCRD 5940056
Contacts
3 of 3
Antashe Howard
Associate Wealth AdvisorCRD 6871445
Jason Andrade
Director of Financial PlanningCRD 8054243
Mackenzie Liman
Investment Adviser RepresentativeCRD 8155272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brookline, MA
Norfolk
Location
Brookline, MA
Headquartered in Brookline, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 1309 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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