Investment adviser · CRD 164466

NESTWISE LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Oct 3, 2013

Regulatory AUM
$130K
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
37
Reported in this filing
Advisory professionals
36
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 3, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

75 STATE STREET, 24TH FLOOR
BOSTON, MA, 02109, United States

CRD 164466

Filing source

Form ADV 759838 · Oct 3, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.