Nasche Asset Management LLC
RIASEC Registered
Total AUM
$20.6M
Discretionary
$0
0% of AUM
Avg account
$389K
Accounts
53
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.26%
- Individuals19.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nasche Asset Management LLC is a small, fee-based wealth adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, serving a client base of individual and family accounts and charging advisory fees as a percentage of assets under management. Filings indicate a tilt toward fixed-income strategies rather than active ESG investing.
Assets & Accounts
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
- State & Local Bonds35%
- Non-Exchange Traded Equities19%
- Non-Investment Grade Corp Bonds13%
- Public Funds/Mutual Funds13%
- Exchange Traded Equities11%
Owners & executives
1 of 1Mark Nasche
Managing Member And Chief Compliance OfficerCRD 1284616
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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