NEXUS
FINANCIAL CHOICE INC Legal Name
Adviser information for NEXUS last updated from Form ADV on May 25th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 41 | $281,737 |
| Non-Discretionary | 0 | $0 |
| Total | 41 | $281,737 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 41 | $281,737 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 41 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed fees |
Identifiers
| SEC RIA File Number | 801-123072 |
|---|---|
| SEC ERA File Number | 801-123072 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317450 |
| Legal Entity Identifier | None |
Principal Office
2609 QUEEN ANNE AVE NSEATTLE
WA
United States
Monday - Friday, 9AM-5PM
Tel: 650 391 4572, Fax: None
Chief Compliance Officer
KONSTANTIN WEITZ
CO-FOUNDER, CEO
2609 QUEEN ANNE AVE N
SEATTLE
WA
United States
Tel:
206-321-7869
K*********@******************M
(Full email address available in API data)
Regulatory Contact
STEFAN HEULE
CO-FOUNDER, CTO
2609 QUEEN ANNE AVE N
2609 QUEEN ANNE AVE N
WA
United States
Tel:
650 391 4572
S*****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Weitz, Konstantin | Individual | – | CO-FOUNDER, CEO, CCO | 06/2021 | 50-75% |
| Heule, Stefan | Individual | – | CO-FOUNDER, CTO | 06/2021 | 50-75% |
| Huo, Zhongjie | Individual | – | CO-FOUNDER | 03/2023 | 10-25% |