NBS FINANCIAL SERVICES, INC. - Financial Advisor in California, Westlake Village

Tel: 805.497.2497 340 N Westlake Blvd Ste 112 Westlake Village, California 91362

About NBS FINANCIAL SERVICES, INC.

NBS FINANCIAL SERVICES, INC. is a Westlake Village, California based financial advisory firm with nearly $248,283,334 in assets under management and provides investment advisory services for 402 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

110600

Firm SEC#:

801-21123

Assets Under Management:

$248,283,334

No. of Clients:

402

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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