Nest Financial LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 299307
- Website
- nestfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals70%
- HNWI30%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nest Financial LLC is an independent, privately owned RIA organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. State registration is listed for Ohio and Texas. Nest Financial does not identify itself as an ESG-focused allocator or a multi-state adviser in the source data.
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 Equities100%
Owners & executives
1 of 1
Sean Mcdougle
Chief Compliance OfficerCRD 5735785
Contacts
2 of 2
Daniel Dillard
FounderCRD 4289333
Gloria Park
MentorCRD 6587836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 310 Comal St
- Time zone
- CT (UTC-6)
- Office locations
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