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Nichole Christine Ake

CONDERA ADVISORS, LLC·HOUSTON, Texas
Unclaimed Profile
1330 POST OAK BLVD, HOUSTON, TX 77056-3309CRD# 2270871Firm CRD# 137045
01

About

Nichole Christine Ake is a registered financial advisor based in HOUSTON, Texas, affiliated with CONDERA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
USCA ASSET MANAGEMENT LLC
USCA ASSET MANAGEMENT LLC
AUM
$205M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2270871
Firm CRD# 137045
No disclosures on file
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05

Frequently Asked Questions

What services does Nichole Christine Ake offer?
Nichole Christine Ake specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Nichole Christine Ake's credentials?
Nichole Christine Ake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nichole Christine Ake located?
Nichole Christine Ake is based in HOUSTON, Texas, working with CONDERA ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Nichole Christine Ake charge for services?
Nichole Christine Ake's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONDERA ADVISORS, LLC?
CONDERA ADVISORS, LLC has approximately 6 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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