NEXUS ONE FINANCIAL ADVISORS LLC

NEXUS ONE FINANCIAL ADVISORS LLC of PLANO, TX is an SEC-registered investment adviser (CRD 336809). Regulatory assets under management: $552.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

NameRoleLocation
Christopher Michael MortaraCHIEF COMPLIANCE OFFICER—
Douglas Merrill BartolMANAGING MEMBER; PRINCIPAL—
Paul Andrew HoflandMEMBER; PRINCIPAL; PRINCIPAL AND CHIEF EXECUTIVE OFFICER—

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