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NBS Financial Services, Inc.

Headquartered in WESTLAKE VILLAGE, CA

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Firm Information

NBS Financial Services, Inc. is an investment advisor registered with the SEC and located in WESTLAKE VILLAGE, CA. The firm manages $248,283,334 in regulatory assets under management, primarily for high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. The firm offers financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

NBS Financial Services, Inc.

340 N WESTLAKE BLVD

WESTLAKE VILLAGE, CA 91362

$248.28M

Assets Under Management

Not reported

Total Clients

5

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

Branch Locations (1)

NBS FINANCIAL SERVICES, INC. has a total of 1 branch locations across the country.
location

WESTLAKE VILLAGE, CA

Advisors at NBS Financial Services, Inc.

View All 5 Advisors
Unclaimed
Susan Yvonne Crossan

RA

WESTLAKE VILLAGE, CA

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Unclaimed
Joseph John Crossan

CFP®, RA

WESTLAKE VILLAGE, CA

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Unclaimed
Joseph Kenneth Brooks

RA

WESTLAKE VILLAGE, CA

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Unclaimed
Kenneth Charles Butler

CFP®, RA

WESTLAKE VILLAGE, CA

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Unclaimed
Robert Victor Johanson

CFP®, RA

WESTLAKE VILLAGE, CA

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Disclosures

There are no public disclosures for NBS Financial Services, Inc..

Frequently Asked Questions (8)

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