NI ADVISORS

NI ADVISORS of MILPITAS, CA is an SEC-registered investment adviser (CRD 134502). Regulatory assets under management: $3.6M.

Registration

• CRD: 134502
• Type: Registered investment adviser
• Location: 1138 CADILLAC COURT, MILPITAS, CA, 95035-3058
• Phone: 510-306-7777
• Latest filing: 2026-03-03
• Regulatory AUM: $3.6M
• Discretionary AUM: $1.1M
• Non-discretionary AUM: $2.5M
• Clients: 16
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134502 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search