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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| NBS Financial & Insurance Services Inc
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|---|---|
| CRD # | 110600 |
| SEC # | 801-21123 |
| CIK # | |
| AUM | $273.3 M (2025-03-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 805-497-2497 |
| Address | 340 N Westlake Blvd Westlake Village, CA 91362 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 33.7 |
| (b) Individuals (high net worth individuals) | 49 | 223.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 14.3 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 273.3 |
| By Discretionary | ||
| Discretionary | 390 | 273.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 391 | 273.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.3 | |
| Total | 391 | 273.3 |
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|---|---|---|
|
Seneschal Advisors LLC
✚
|
WA | 0.3 |
|
Focus Wealth Advisors LLC
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TX | 0.3 |
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Windward Private Wealth Management Inc
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KS | 0.3 |
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Vista Finance LLC
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MO | 0.3 |
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Pioneer Wealth Management Group Inc
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TX | 0.3 |
|
Valued Wealth Advisors LLC
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UT | 0.3 |
|
Gainline Financial Partners LLC
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CO | 0.3 |
|
Excel Wealth Management LLC
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|
CT | 0.3 |
|
Oliveira Wealth LLC
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|
CA | 0.3 |
|
Breen Wealth Management LLC
✚
|
CA | 0.3 |