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NECTARINE
NECTARINE FINANCIAL, INC.
CRD 327155 · SEC 801-128604
1650 GARNET AVENUE, #1090, SAN DIEGO, CA, 92109, United States
Phone
(858) 779-0115
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
30 total employees; 29 advisory reps; 3210 broker-dealer reps
Clients
More than 500
Fees
Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2601 | $0 |
| High net worth individuals | 609 | $0 |
States served
VT, AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD