NSI MANAGEMENT, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 331616
Firm profile
FINTRXOverview
Nsi Management, LLC operates as a limited liability company focused on investment management. The firm engages in various investment activities, although specific preferences and areas of manager allocation interest are not detailed. It does not classify itself as a capital allocator and does not actively pursue ESG investments. The firm appears to be relatively new in the advisory space, with no indications of being a multi-state adviser or a 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
Contacts
2 of 2Brian Brown
ManagerCRD 7965371
BRETT REED
ManagerCRD 5539620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 32 Mi Elana Ct
- Time zone
- PT (UTC-8)
- Office locations
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