AdvisorOS Directory
Claim Profile
NB

Nick Anthony Bartolo

ESSENTIAL PARTNERS LLC·PACIFIC PALISADES, California
Unclaimed Profile
15332 ANTIOCH STREET, #330, PACIFIC PALISADES, CA 90272CRD# 4425127Firm CRD# 315959
01

About

Nick Anthony Bartolo is a registered financial advisor based in PACIFIC PALISADES, California, affiliated with ESSENTIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ESSENTIAL PARTNERS LLC
ESSENTIAL PARTNERS LLC
AUM
$225M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ESSENTIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4425127
Firm CRD# 315959
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PACIFIC PALISADES?

Browse all registered financial advisors in PACIFIC PALISADES, California or claim this profile if it's yours.

Browse PACIFIC PALISADES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nick Anthony Bartolo offer?
Nick Anthony Bartolo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PACIFIC PALISADES, California for a consultation.
What are Nick Anthony Bartolo's credentials?
Nick Anthony Bartolo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nick Anthony Bartolo located?
Nick Anthony Bartolo is based in PACIFIC PALISADES, California, working with ESSENTIAL PARTNERS LLC. Their office serves clients in the PACIFIC PALISADES metropolitan area and surrounding communities.
How does Nick Anthony Bartolo charge for services?
Nick Anthony Bartolo'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 ESSENTIAL PARTNERS LLC?
ESSENTIAL PARTNERS LLC has approximately 1 employees and manages $225M 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 →
Other advisors in PACIFIC PALISADES
Jason Gregory Weiss — RIVAS CANYON ROAD ADVISERS LLCJessica Cook Draper — HALOGEN VENTURES MANAGEMENT COMPANY LLCRichard Ryder Crowell — VANCE STREET MANAGEMENT LLCMichael David Heller — ABACUS WEALTH PARTNERS, LLCDeborah Ellen Fried — FRIED ASSET MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile