Shiran
Bolganim
Nardis Advisors LLC
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About this Advisor
Shiran Bolganim is a financial advisor operating in Scarsdale, New York who has 1 year of industry experience. Bolganim works at Nardis Advisors LLC. Throughout their career, Bolganim has worked at Portfolio A L.P, Altshuler Shaham Owl L.P, Nardis Advisors LLC and Shiran Bolganim. Bolganim holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in New York. Nardis Advisors LLC is a financial advisory company that has its headquarters in Scarsdale, NY. The firm has offices in four locations and just five employees. It controls $111 million in total assets across its 299 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 299 customer accounts, 51% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a diverse set of services, including portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services are provided. However, fees charged by Nardis Advisors LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nardis Advisors LLC Brokerage Details
$111,208,921
5
299
$371,936
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Shiran Bolganim Work History
Shiran has been registered as a financial advisor for 1 years.*
Nardis Advisors LLC
Portfolio A L.P
Shiran Bolganim
Altshuler Shaham Owl L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shiran Bolganim to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nardis Advisors LLC
Scarsdale, NY
Scarsdale, NY
Waterford, MI
Scarsdale, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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