Nshd Wealth Strategies, Inc. is a large advisory firm based in San Diego. It manages $103.85 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Nshd Wealth Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nshd Wealth Strategies, Inc. is $103.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nshd Wealth Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Nshd Wealth Strategies, Inc. is owned by Robert Charles Gellman. Nation Smith Hermes Diamond joined the executive team most recently as the Owner.
The principal office where Nshd Wealth Strategies, Inc. performs its advisory services is located at 10616 Scripps Summit Court, San Diego, CA 92131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-795-2100 or by fax 858-795-2101. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.nshdwealthstrategies.com.