N
$7.1K Total AUM
$7.1K Disc. AUM
-- 3Y CAGR
4 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2025
- Office Locations
- 1
Office Locations
14090 Southwest FWY Suite 300 Sugar Land TX
About Nestvst
Nestvst is a Sugar Land-based RIA. The firm has been operating for 1 years. Managing $7.1K in total assets under management, with 1 advisory representatives. They custody assets with Alpaca.
Team overview
-- AVG AGE
$7.1K AVG AUM / ADVISOR
$1.4K AVG AUM / CLIENT
1.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
A
Azer Karimov
Chief Compliance Officer
- CRD
- #7201730
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,067 | $1,413 |
| Non-Discretionary | $0 | -- |
| Total | $7,067 | $1,413 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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