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NBS FINANCIAL SERVICES, INC.

Tel: 805.497.2497
340 N Westlake Blvd
Ste 112
Westlake Village, California  91362

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NBS FINANCIAL SERVICES, INC.

NBS FINANCIAL SERVICES, INC. is a Westlake Village, California based financial advisory firm with nearly $248,283,334 in assets under management and provides investment advisory services for 402 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110600

SEC#:

801-21123

No. of Clients:

402

Assets under Management

$248,283,334

No. of Advisors:

5

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