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Building 2NAUTILUS WEALTH ADVISORS

Map pinINDIALANTIC, FL
Phone(321) 724-1888
NotebookSEC #801-120360
Total AUM
$107.9M
Employees
2
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 N. MIRAMAR AVENUE
INDIALANTIC
FL 32903
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Phone
(321) 724-1888

ReceiptFinancials

Total AUM
$107.9M
Accounts
510
Discretionary
$107.9M
Accounts
510
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$15.4M
HNW Individual Clients
31
AUM
$83.2M
Pension/Profit Sharing Plan Clients
8
AUM
$9.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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