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Building 2NEXXUS HOLDINGS ADVISORS LLC

Map pinSANTA BARBARA, CA
Phone805-880-4105
NotebookSEC #801-80020
Total AUM
$246.2M
Employees
7
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 MIRAMONTE DR
SUITE 380
SANTA BARBARA
CA 93109
United States
Operating Hours
9.00AM TO 5.00PM
Monday - Friday
Phone
805-880-4105
Other Offices
1

ReceiptFinancials

Total AUM
$246.2M
Accounts
4
Discretionary
$246.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$246M
Other Clients
1
AUM
$198K
Description of Other Clients
TRUST

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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