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NAUTILUS ADVISORS LLC

CRD 154169 · SEC 801-71754

Visit website

888 PROSPECT ST., SUITE 200, LA JOLLA, CA, 92037, United States

Phone

619-573-4590

Fax

619-255-4273

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$304.3M

Discretionary AUM

$277.1M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals37$43.9M
High net worth individuals151$260.1M

States served

CA, CO, TX

All web addresses on file

Official SEC filing: View on IAPD