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Nbs Financial & Insurance Services Inc

CRD 110600SEC# 801-21123Westlake Village, CA
Export (members)
No longer SEC-registered. Nbs Financial & Insurance Services Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$273.3M
Employees
5
Accounts
391
Location
Westlake Village, CA

Nbs Financial & Insurance Services Inc assets under management

Nbs Financial & Insurance Services Inc is an SEC-registered investment adviser based in Westlake Village, CA. It reports $273.3 million in regulatory assets under management and employs 5 people.
View on SEC.gov ↗

Nbs Financial & Insurance Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Joseph John Crossan ControlPresidentOver 75%1995
Susan Yvonne Crossan ControlChief Compliance Officer/ VpUnder 5%2004

Frequently asked questions

How much does Nbs Financial & Insurance Services Inc manage?

Nbs Financial & Insurance Services Inc reports $273.3 million in regulatory assets under management on its Form ADV.

How many employees does Nbs Financial & Insurance Services Inc have?

Nbs Financial & Insurance Services Inc reports 5 employees.

Where is Nbs Financial & Insurance Services Inc located?

Nbs Financial & Insurance Services Inc is based in Westlake Village, CA.

Does Nbs Financial & Insurance Services Inc disclose fund performance?

Nbs Financial & Insurance Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362
Office hours9:00 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$273.3M
Non-discretionary$30K
Total (RAUM)$273.3M