Nurture Investment Strategies LLC
Firm details
- Headquarters
- ,
- CRD number
- 317443
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.69%
- Individuals4.31%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nurture Investment Strategies LLC is a privately owned limited liability company that provides fee-based portfolio management primarily to individuals and families, and to small businesses. The firm charges a percentage of assets under management and focuses on discretionary portfolio management. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
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 Equities92%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Chandrasen Gunda
PrincipalCRD 7474751
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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