N
$41.8M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
14 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2012
- Office Locations
- 1
Office Locations
-- Fremont CA
About Nightingale Financial Advisory
Nightingale Financial Advisory is a Fremont-based RIA. The firm has been operating for 14 years. Managing $41.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$41.8M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jerry Nightingale
Associate, Chief Compliance Officer
- CRD
- #2471586
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,726,026 | $239,000 |
| Non-Discretionary | $95,670 | $46,667 |
| Total | $41,821,696 | $213,913 |
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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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