Nsi Retail Advisors, LLC
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Overview
Nsi Retail Advisors, LLC operates as a financial advisory company located in Pittsburgh, Pennsylvania. It handles $680.2 million in assets under management across five customer accounts, making it one of the bigger firms in the United States by assets under management (AUM). Nsi Retail Advisors, LLC has a small team, including 3 financial advisors. Nsi Retail Advisors, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like stocks, bonds and options.
Nsi Retail Advisors, LLC manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments without needing to seek client approval. The advisory firm manages roughly $136.0 million for each account. The average financial advisor at Nsi Retail Advisors, LLC manages around two client accounts, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at One Gateway Center, Pittsburgh, Pennsylvania 15222. It is legally allowed to provide services to customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Nsi Retail Advisors, LLC by the Numbers
$680.2 million
3
5
$136.0 million
Fee Structure
Fees charged by financial advisors depend on the services offered. However, fees charged by Nsi Retail Advisors, LLC typically consist of the following fee type: asset-based. Nsi Retail Advisors, LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Nsi Retail Advisors, LLC provides services to investment companies. Out of its five accounts, Nsi Retail Advisors, LLC's biggest client group by number of accounts is investment companies. None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Nsi Retail Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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