CRD: 317443
Nurture Investment Strategies LLC
$47.4M Total AUM
$47.4M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-07-2022
- Office Locations
- 1
Office Locations
-- Goleta CA
About Nurture Investment Strategies LLC
Nurture Investment Strategies LLC is a Goleta, CA-based independent RIA serving entrepreneurs with discretionary portfolio management and planning, including 529 plan and insurance guidance. The firm’s investment approach emphasizes diversified asset allocation implemented primarily with ETFs, alongside cash and U.S. government bonds, and may use index funds and mutual funds. Primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$47.4M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Chandrasen Gunda
Chief Compliance Officer, PRINCIPAL
- CRD
- #7474751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,437,301 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,437,301 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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