AdvisorOS Directory
Claim Profile
Unclaimed Profile
JN

Joseph Conrad Nagengast

TARGET DATE ANALYTICS LLC·MARINA DEL REY, California
Clean recordTARGET DATE ANALYTICS LLC
15 DRIFTWOOD STREET, MARINA DEL REY, CA 90292CRD# 4740749Firm CRD# 147749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Conrad Nagengast · MARINA DEL REY, CA
Registration
CRD #4740749 · TARGET DATE ANALYTICS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph Conrad Nagengast is a registered financial advisor based in MARINA DEL REY, California, affiliated with TARGET DATE ANALYTICS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Joseph

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joseph is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TARGET DATE ANALYTICS LLC
TARGET DATE ANALYTICS LLC
AUM
$9M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TARGET DATE ANALYTICS LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4740749
Firm CRD# 147749
View on FINRA BrokerCheck →

Looking for a financial advisor in MARINA DEL REY?

Browse all registered financial advisors in MARINA DEL REY, California or claim this profile if it's yours.

Browse MARINA DEL REY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Joseph Conrad Nagengast offer?
Joseph Conrad Nagengast specializes in Wealth Management. Contact their office in MARINA DEL REY, California for a consultation.
What are Joseph Conrad Nagengast's credentials?
Joseph Conrad Nagengast is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Conrad Nagengast located?
Joseph Conrad Nagengast is based in MARINA DEL REY, California, working with TARGET DATE ANALYTICS LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How does Joseph Conrad Nagengast charge for services?
Joseph Conrad Nagengast's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TARGET DATE ANALYTICS LLC?
TARGET DATE ANALYTICS LLC has approximately 2 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MARINA DEL REY, California

Stephen Lane Nesbitt
CLIFFWATER LLC·MARINA DEL REY, CA
Kathleen Kay Barchick
CLIFFWATER LLC·MARINA DEL REY, CA
Barbara Jean Smith
CLIFFWATER LLC·MARINA DEL REY, CA
Daniel Stern
CLIFFWATER LLC·MARINA DEL REY, CA
Mario Arthur Indelicato
CLIFFWATER LLC·MARINA DEL REY, CA
Olivia Anne Albrecht Pieter
ASPIRATION FUND ADVISER, LLC·MARINA DEL REY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile