linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nautilus Advisors LLC

Headquartered in SAN DIEGO, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Nautilus Advisors LLC is an investment advisor headquartered in San Diego, CA. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a focus on financial planning, pension consulting, and portfolio management for businesses and individuals. They manage approximately $235 million in assets for 468 clients.

Nautilus Advisors LLC

4747 MORENA BLVD.

SAN DIEGO, CA 92117

$235.28M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

NAUTILUS ADVISORS LLC has a total of 2 branch locations across the country.
location

SAN DIEGO, CA

location

Ladera Ranch, CA

Advisors at Nautilus Advisors LLC

View All 3 Advisors
Unclaimed
Michael Shea Behner

CFP®, RA

SAN DIEGO, CA

View Profile
Unclaimed
Daniel Stoian Callan

RA

Ladera Ranch, CA

View Profile
Unclaimed
Kara Joyce Marquez

CFP®, RA

Ladera Ranch, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Nautilus Advisors LLC is right for you?

Disclosures

There are no public disclosures for Nautilus Advisors LLC.

Frequently Asked Questions (6)

Not sure if Nautilus Advisors LLC is right for you?