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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-2024
- Office Locations
- 1
Office Locations
About Nibley Financial LLC
Nibley Financial is a Utah-based boutique led by founder Chris Nibley, CPA (ex-PwC), integrating tax strategy and tax return preparation with financial planning, retirement planning, and investment management. The firm primarily serves individuals and small business owners, including planning around the sale of a business, plus support such as S-Corp creation, payroll, bookkeeping, and insurance coverage assessment. Reviews occur at least annually.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER NIBLEY
Chief Compliance Officer, Owner
- CRD
- #7877454
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,200,000 | -- |
| Total | $1,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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