AdvizorPro
Nasche Asset Management LLC

Nasche Asset Management LLC. CRD 308014

N

CRD: 308014

Nasche Asset Management LLC

(913) 209-2985
$20.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
6 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Stifel
Clients
Retail
Platforms
--
Established Date
05-07-2020
Office Locations
1

Office Locations

-- Overland Park KS

About Nasche Asset Management LLC

Nasche Asset Management LLC is a Overland Park-based RIA. The firm has been operating for 6 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Stifel.

Team overview

-- AVG AGE
$20.6M AVG AUM / ADVISOR
$710.5K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

M

MARK ANTHONY NASCHE

Chief Compliance Officer, Director, Managing Member

CRD
#1284616
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $20,604,451 --
Total $20,604,451 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Municipal Bonds:
Available
Equity - OTC:
Available
Corporate - Non-Investment Grade:
Available
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Municipal Bonds Available Available
Equity - OTC Available Available
Corporate - Non-Investment Grade Available Available
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Total Available Available

Continue browsing

View all advisor firms in Kansas

Start a free trial and
prospect smarter