| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradford Burman Heiss Control | President | Under 5% | 2023 |
| Nexannuity Holdings, Inc. Control | Sole Member | Over 75% | 2021 |
| Stephanie Lynn Vitiello | Chief Compliance Officer And Secretary | Under 5% | 2023 |
Nexadvisors, LLC reports $21.3 million in regulatory assets under management on its Form ADV.
Nexadvisors, LLC reports 3 employees.
Nexadvisors, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Nexadvisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 300 Crescent Ct., Suite 700, Dallas, TX 75201 |
| Phone | 214-550-8350 |
| Fax | 214-853-5317 |
| Office hours | 8:00 - 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $21.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $21.3M |