Feedback
Share
Link
Link copied!
Fund Codex
Nepsis Advisor Services, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Nepsis Advisor Services, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Minneapolis, Minnesota
$12.1 million AUM
1 office

Nepsis Advisor Services, Inc. is based in Minneapolis, Minnesota and has $12.1 million in assets under management.

Location
8674 Eagle Creek Circle
Minneapolis, MN 55378
$12.1 million
AUM
2
Employees
AUM Share
Link
Link copied!
Back to Top
$12,067,132
Assets under management
90 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 86 $9,573,585 79% $111,321
High net worth individuals Fewer than 5 clients $2,192,025
Pension and profit sharing plans Fewer than 5 clients $301,522
Employees Share
Link
Link copied!
Back to Top
2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$12,067,132
Assets under management
$6,033,566
AUM per employee
$6,033,566
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Nepsis Advisor Services, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Nepsis Advisor Services, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
Business activities
  • Insurance broker or agent
Firm data Share
Link
Link copied!
CRD number 162,340
SEC number 801-74765
Legal structure Corporation
Legal governance Minnesota, United States
Latest ADV filing date March 19, 2020

Additional Funds

See all...
500 Kimchi Management Company LLC
Fund: Under $1 billion
East Rock Capital, LLC
Fund: $2,121,830,937
Stonemark Wealth Management
Fund: $354,934,304
Teng Yue Partners, L.P.
Fund: $4,320,299,399
Prism Funds, LLC
Fund: $26,674,198
QMP Management, LLC
Fund: $263,141,938
Allard Partners Limited
Fund: $476,466,399

Additional Funds

See all...
The Advisory Group
Fund: $288,522,501
Islet Management, LP
Fund: $677,825,948
Harness Wealth
Fund: Under $1 billion
Stier Global RE Advisors LLC
Fund: Under $1 billion
Varde Management, L.P.
Fund: $20,980,302,820
Fmi
Fund: $175,000,000
Constellation Wealth Advisors
Fund: $1,476,067,034
Summit Asset Management LLC
Fund: $612,512,859
Ascend Advisor Services LLC
Fund: Under $1 billion
Locust Wood Capital Advisers, LLC
Fund: $1,399,520,392

All of Fund Codex

See all...

Similar Funds to Nepsis Advisor Services, Inc.

See all...
Hudson Advisor Services, Inc.
Fund: $232,398,761
Nepsis, Inc.
Fund: $208,932,868
Sterling Advisory Services, Inc.
Fund: Under $1 billion
Ibn Advisory Services, Inc.
Fund: $60,385,054
Regal Advisory Services, Inc.
Fund: $107,209,846
IC Advisory Services, Inc.
Fund: $1,430,664,479