Nshd Wealth Strategies, Inc. (San Diego)

Name: Nshd Wealth Strategies, Inc.
Address: 10616 Scripps Summit Court, San Diego, CA, 92131
Telephone: 858-795-2100

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.

Nshd Wealth Strategies: assets under management

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 firm manages $103.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $824.22 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nshd Wealth Strategies, Inc.

Nshd Wealth Strategies, Inc. is owned by Robert Charles Gellman. Nation Smith Hermes Diamond joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nation Smith Hermes Diamond	Owner	1 Aug 2000	75% - 100%	33-0329088
Robert Charles Gellman	Owner	1 Jan 2001	Other	4345330

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Edward Nation	Managing director	1 Jun 1983	25% - 50%	4345262
Gregory Milam Smith	Director	1 Jun 1983	25% - 50%	4345269

Based in San Diego

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.