Nexus One Financial Advisors LLC
Nexus One Financial Advisors LLC is an SEC-registered mass-market adviser in Plano, TX with $552.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Nexus One Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336809, SEC 801-134359, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $552.0M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Location
- Plano, TX
- Employees
- 10
- Clients
- 685
- CRD
- 336809
- Ownership
- HOFLAND, PAUL, ANDREW; BARTOL, DOUGLAS, MERRILL; Mortara, Christopher, Michael; DMBPH HOLDINGS, LLC
How much AUM does Nexus One Financial Advisors LLC have?
Nexus One Financial Advisors LLC reported $552.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Nexus One Financial Advisors LLC?
Disclosed owners and executives of Nexus One Financial Advisors LLC include HOFLAND, PAUL, ANDREW, BARTOL, DOUGLAS, MERRILL, Mortara, Christopher, Michael, DMBPH HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.