N
$26.1M Total AUM
$26.1M Disc. AUM
267.1% 3Y CAGR
4 Employees
7 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Etrade · Folio Investments · Goldman Sachs · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2021
- Office Locations
- 1
Office Locations
300 Crescent Ct. Suite 700 Dallas TX
About Nexadvisors, LLC
Nexadvisors, LLC is a Dallas-based RIA. The firm has been operating for 4 years. Managing $26.1M in total assets under management, with 2 advisory representatives. They custody assets with Axos and Etrade.
Team overview
-- AVG AGE
$13.1M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
4 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
B
BRADFORD Burman HEISS
Chief Investment Officer, President
- CRD
- #4833833
- Ownership
- Less than 5%
Available
Available
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Stephanie Lynn Vitiello
Chief Compliance Officer, Secretary
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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MICHIEL HARRIS HURLEY
--
- CRD
- #2559946
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,130,723 | $4,355,121 |
| Non-Discretionary | $0 | -- |
| Total | $26,130,723 | $4,355,121 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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