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Natalia Monte Lima

NOMAD FINTECH INC·MENLO PARK, California
Unclaimed Profile
873 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 7892237Firm CRD# 307764
01

About

Natalia Monte Lima is a registered financial advisor based in MENLO PARK, California, affiliated with NOMAD FINTECH INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NOMAD FINTECH INC
NOMAD
AUM
$390M
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at NOMAD FINTECH INC →
Services
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7892237
Firm CRD# 307764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Natalia Monte Lima offer?
Natalia Monte Lima specializes in Investment Management, Fee-Only Advisory. Contact their office in MENLO PARK, California for a consultation.
What are Natalia Monte Lima's credentials?
Natalia Monte Lima is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalia Monte Lima located?
Natalia Monte Lima is based in MENLO PARK, California, working with NOMAD FINTECH INC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Natalia Monte Lima charge for services?
Natalia Monte Lima'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 NOMAD FINTECH INC?
NOMAD FINTECH INC has approximately 53 employees and manages $390M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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