Nick Bartolo (CRD# 4425127) is an Investment Advisor Representative working at Essential Partners LLC in Pacific Palisades, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Essential Partners, LLC | Pacific Palisades, CA | Jul 2021 - Current | 2 |
| Rational Capital | Santa Barbara, CA | Mar 2020 - Current | 4 |
| Hkk Capital | Los Angeles, CA | Sep 2020 - Jan 2021 | < 1 |
| International Value Advisers, LLC | New York City, NY | Oct 2009 - Aug 2020 | 10 |
- CA
-
Total Assets Under Management225MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$6,810,121
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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