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Building 2NAUTILUS ADVISORS LLC

Map pinLA JOLLA, CA
Phone619-573-4590
NotebookSEC #801-71754
Total AUM
$304.3M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 PROSPECT ST.
SUITE 200
LA JOLLA
CA 92037
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
619-573-4590
Other Offices
1

ReceiptFinancials

Total AUM
$304.3M
Accounts
607
Discretionary
$277.1M
Accounts
557
Non-Discretionary
$27.2M
Accounts
50

ContactClients

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Individual Clients
37
AUM
$43.9M
HNW Individual Clients
151
AUM
$260.1M
Charitable Organization Clients
1
AUM
$365.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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

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