This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2022
- Office Locations
- 2
Office Locations
About Nomad Financial
Nomad Financial is a fee-only fiduciary RIA focused on cross-border financial planning and investment management for digital nomads, entrepreneurs, and retirees relocating or living abroad. The firm coordinates tax, legal, and financial planning and builds simplified, evidence-based portfolios with a strong ETF tilt. Services include relocation consulting, total wealth management, and conflict-free thought partnership; works with custodians such as Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ramin Michael Olson
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6531749
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Marla Sophia Landa
--
- CRD
- #8022625
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,876,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,876,703 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing