Nightingale Financial Advisory
Firm details
- Headquarters
- ,
- CRD number
- 137496
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.83%
- Individuals10.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Nightingale Financial Advisory operates as a sole proprietorship owned by an individual and focuses on fee-based portfolio management for individuals, families and small businesses, as well as for business or institutional clients. The firm charges a percentage-of-AUM advisory fee and does not present itself as a capital allocator or as an active ESG investor. Its regulatory registration year is not listed in the available data, and it does not identify as a multistate adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Jerry Nightingale
PrincipalCRD 2471586
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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