Nautilus Advisors LLC is a large advisory firm based in San Diego. It manages $161.36 million of regulatory assets for 534 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Louisiana, and Texas.
Nautilus Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nautilus Advisors LLC is $161.36 million. The firm's AUM has grown by 47% 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 Nautilus Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Nautilus Advisors is high net worth individuals with 45 clients and $136.95 million of assets under management. Among the 9 most similar advisory firms, Nautilus Advisors has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $161.36 million for 288 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Nautilus Advisors doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Nautilus Advisors LLC performs its advisory services is located at 2550 Fifth Avenue, San Diego, CA 92103, 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 619-573-4600 or by fax 619-255-4273. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at nautilusadv.com.