NSI MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WALNUT CREEK, California
CRD number
331616

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brian Brown

    ManagerCRD 7965371

  • BRETT REED

    ManagerCRD 5539620

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth