Nash-Hasty Private Wealth Management
Firm details
- Headquarters
- Peoria, Illinois
- CRD number
- 328332
- Website
- www.nash-hasty.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.27%
- Individuals28.73%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nash-Hasty Private Wealth Management is an Illinois-based LLC that provides fee-based portfolio management primarily to individual and family clients and small businesses. The firm is state-registered in Illinois and is owner-operated. Its business model centers on percentage-of-assets-under-management fees and discretionary portfolio management services; it does not identify as an ESG investor and does not operate as a multi-state or institutional pension consultant.
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 Equities94%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Peoria, IL
Peoria
Location
Peoria, IL
Headquartered in Peoria, IL, in the Midwest of the United States.
- Region
- Midwest
- County
- Peoria
- Address
- 1605 W Candletree Dr
- Time zone
- CT (UTC-6)
- Office locations
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