This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos · Lincoln Financial · LPL Financial
- Clients
- Retail
- Platforms
- HorizonBeacon
- Established Date
- 08-16-2005
- Office Locations
- 16
Office Locations
About NI Advisors
NI Advisors (CRD 134502) is listed as a California-based RIA providing asset management and financial planning, with SMA portfolios primarily invested in ETFs and custody including LPL Financial. Note: the firm’s ni.com website focuses on NI test-and-measurement products (PXI, LabVIEW, CompactDAQ) and the Nigel AI Advisor, not advisory services.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUIHOCK GOY
Chief Compliance Officer, Chief Financial Officer, DIRECTOR, President
- CRD
- #2821380
- Ownership
- 75% or more
Helene Berson Postrel
--
- CRD
- #2240945
- Ownership
- --
Showing 2 of 2 owners & executives
Unlock allContacts
DEAN CONSTANTINE BRUNO ANAST
Program Director
- CRD
- #1453479
Kimberly Ann Barentsen
Broker, Chief Compliance Officer, Managing Member
- CRD
- #2092280
Insight ridge
Insight zenith
- CRD
- #30517
Showing 2 of 43 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,100,000 | -- |
| Non-Discretionary | $2,460,000 | -- |
| Total | $3,560,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $3,560,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,641,056,314 | 19.3% |
| Cash | $2,610,384,914 | 30.7% |
| Equity - OTC | $2,559,367,619 | 30.1% |
| Public Funds | $1,692,073,608 | 19.9% |
| Total | $8,502,882,455 | 100.0% |