VAN NOSTRAND WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 304200
- Website
- www.vnwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.04%
- Individuals10.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Van Nostrand Wealth Management LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its billing model includes a percentage-of-assets fee as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator.
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 Equities67%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents6%
Contacts
3 of 3Grant Van Nostrand
Associate AdvisorCRD 7959850
Garrett Van Nostrand
PartnerCRD 7686578
MARY VAN NOSTRAND
Founder & PresidentCRD 1300289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 11440 W Bernardo Ct
- Time zone
- PT (UTC-8)
- Office locations
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