NECTARINE

RIASEC RegisteredEst. 2023
Total AUM
Avg account
$0
Accounts
0
Employees
30
Advisory reps
32

Firm details

Headquarters
SAN DIEGO, California
CRD number
327155
Registered since
August 21, 2023
Fee structure
Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Nectarine operates as an independent, SEC-registered investment adviser (registered in 2023) organized as a corporation and owned by an individual. The firm focuses on individual and family clients and positions itself as a capital allocator that selects third‑party managers on behalf of clients. Its advisory work centers on financial planning and the selection of other advisers rather than offering extensive in‑house proprietary product lines. Nectarine reports a fixed‑fee (and other) pricing approach and is active across multiple states. The firm does not identify as an active ESG investor and does not describe pension consulting or related‑adviser activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ARIK PETERSON

    Founder & CEOCRD 4356241

  • Melody Brady

    CFOCRD 5917151

Contacts

3 of 30
  • MADISON SHARICK

    FounderCRD 6432194

  • Thomas Modec

    Financial PlannerCRD 6817384

  • John O'Callaghan

    OwnerCRD 7723884

Unlock 27 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1650 Garnet Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth