NIGHTINGALE FINANCIAL ADVISORY

NIGHTINGALE FINANCIAL ADVISORY of PALO ALTO, CA is an SEC-registered investment adviser (CRD 137496). Regulatory assets under management: $41.8M.

Registration

• CRD: 137496
• SEC file number: 801-66807
• Type: Registered investment adviser
• Location: 2600 EL CAMINO REAL, SUITE 220, PALO ALTO, CA, 94306
• Phone: (650) 269-2937
• Latest filing: 2026-03-31
• Regulatory AUM: $41.8M
• Discretionary AUM: $41.7M
• Non-discretionary AUM: $96K
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 137496 on SEC IAPD (source of record)
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