$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
19 yrs Firm Age
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- Custodian
- Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2007
- Office Locations
- 1
Office Locations
3333 Warrenville Road #255 Lisle IL
About BIG Wave Advisors, Inc.
Big Wave Advisors, Inc. is an Illinois-based boutique RIA providing asset management and financial planning, with insurance and annuity solutions. The firm’s managed accounts are primarily ETF-based, with a meaningful cash allocation. Works with custodians including Interactive Brokers and Merrill Lynch, and is led by owner/president David Roy Nielsen.
Team overview
67 AVG AGE
$6.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
19.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
DAVID ROY NIELSEN
Owner, President
- CRD
- #1053582
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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