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Isai Juarez

NEST EGG ETFS, LLC·DOWNEY, California
Clean recordNEST EGG ETFS, LLC
8141 2ND STREET, DOWNEY, CA 90241CRD# 6168124Firm CRD# 332971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Isai Juarez · DOWNEY, CA
Registration
CRD #6168124 · NEST EGG ETFS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Isai Juarez is a registered financial advisor based in DOWNEY, California, affiliated with NEST EGG ETFS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
NEST EGG ETFS, LLC
NESTYIELD ETFS
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEST EGG ETFS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6168124
Firm CRD# 332971
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Isai Juarez offer?
Isai Juarez specializes in Investment Management, Fee-Only Advisory. Contact their office in DOWNEY, California for a consultation.
What are Isai Juarez's credentials?
Isai Juarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isai Juarez located?
Isai Juarez is based in DOWNEY, California, working with NEST EGG ETFS, LLC. Their office serves clients in the DOWNEY metropolitan area and surrounding communities.
How does Isai Juarez charge for services?
Isai Juarez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEST EGG ETFS, LLC?
NEST EGG ETFS, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEST EGG ETFS, LLC

Manuel Ramos
DOWNEY, CA

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Research
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