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NI ADVISORS
CRD 134502
1138 CADILLAC COURT, MILPITAS, CA, 95035-3058, United States
Phone
510-306-7777
Fax
510-339-9988
Registration
— (—)
Source
State registered
Total AUM
$3.6M
Discretionary AUM
$1.1M
Team
16 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SHARE FEES WITH THIRD PARTY ASSET MANAGERS
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD