NESTWISE LLC

BOSTON, Massachusetts·2 registered advisors·CRD# 164466
SEC# 801-76827415-501-9336
01

Firm Overview

AUM
$130K
Regulatory assets under management
Employees
37
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NESTWISE LLC

2 registered advisors
Marcus H Frampton
BOSTON, Massachusetts
Thomas Dominic Lux
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. NESTWISE LLC (CRD# 164466) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.