N
$42.7M Total AUM
$42.7M Disc. AUM
-- 3Y CAGR
2 Employees
46 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-1993
- Office Locations
- 2
Office Locations
11 Brunswick Woods Drive East Brunswick NJ
1650 Lexington AVE Lakewood NJ
About Nisman Investment Services Inc.
Nisman Investment Services Inc. is a East Brunswick-based RIA with 2 offices. The firm has been operating for 33 years. Managing $42.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$21.4M AVG AUM / ADVISOR
$929.2K AVG AUM / CLIENT
25.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GAIL F NISMAN
Chief Compliance Officer, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
ROBERT NAHUM
Chief Financial Officer
- CRD
- #2542976
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,743,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,743,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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