Company Overview
- Headquarters
- 11440 West Bernardo Court, San Diego CA
- Website
- nauticawealthadvisors.com
- Employees
- 5
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Nautica Wealth Advisors
Nautica Wealth Advisors is a small financial advisory firm based in San Diego, California. With five employees, Nautica Wealth Advisors has generated $2.5 million in annual revenue. The company focuses on providing comprehensive wealth management solutions to its clientele. Nautica Wealth Advisors specializes in helping clients organize, simplify, and manage their financial resources. Their core service area is wealth management, which encompasses a range of financial planning and advisory services tailored to meet the unique needs of each client. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org). Jayne Byrne, Michael Lerner, and Steven Lerner are licensed insurance brokers in California. For more information about Nautica Wealth Advisors and their services, please visit their website at nauticawealthadvisors.com.
Companies Similar to Nautica Wealth Advisors
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 3M | 1 | Scottsdale, AZ | 2012 | |
| 3M | 6 | Dallas, TX | 2014 | |
| 3M | 3 | Urban Honolulu, HI | ||
| 3M | 3 | Defiance, OH | 1995 | |
| 3M |