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NECTARINE

NECTARINE FINANCIAL, INC.

CRD 327155 · SEC 801-128604

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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

TypeClientsAUM
Individuals2601$0
High net worth individuals609$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