CRD: 309253
John Nuckel LLC
Hermosa Beach, CA
9147154863
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-26-2020
- Office Locations
- 1
Office Locations
-- Hermosa Beach CA
About John Nuckel LLC
John Nuckel LLC is a Hermosa Beach-based RIA. The firm has been operating for 6 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pioneer oak
Investment Themes
Signal Eagle alpha
Investment Vehicles
North
Services
Glacier crest Wave element Signal momentum Optima meridian Wave wave
Owner & Executives
JOHN MICHAEL NUCKEL
Chief Compliance Officer, Managing Member, President
- CRD
- #1032162
- Ownership
- 75% or more
(421) 675-7764
atlas.glacier@fusioncapital.com
in linkedin.com/in/momentum-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Equity - Exchange:
36.0% Equity - OTC:
15.1% Other:
48.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,965,561,616 | 36.0% |
| Equity - OTC | $824,443,900 | 15.1% |
| Other | $2,669,887,862 | 48.9% |
| Total | $5,459,893,378 | 100.0% |