Nagle Investment Advisors, Ltd.
RIASEC Registered
Total AUM
$24.9M
Discretionary
$24.9M
100% of AUM
Avg account
$2.5M
Accounts
10
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 123962
- Fee structure
- Percentage of AUM
- Client types
- HNWI56.27%
- Pension & Profit Sharing Plans38.91%
- Individuals4.82%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nagle Investment Advisors, Ltd. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm emphasizes a fee structure based on a percentage of assets under management. While the firm does not identify as a capital allocator or pension consultant, it maintains a straightforward approach to investment management without active engagement in ESG investing.
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 Equities85%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Contacts
2 of 2Gregory Nagle
PresidentCRD 2234371
Gregory Nagle
PresidentCRD 4604490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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