Nautilus Advisors LLC
Nautilus Advisors LLC (CRD# 154169) is a financial advisory firm headquartered in San Diego, CA. They manage $226,069,759 in 458 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management226MILLION
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Total Number of Accounts458ACCOUNTS
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Average Account Value$493,602
- 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
- Pension consulting services
CA, CO, TX
Michael Behner (CRD# 3264037) is an Investment Advisor Representative working at Nautilus Advisors LLC in San Diego, CA and has over 24 years of experience in the finance industry.
Daniel Callan (CRD# 3272460) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 24 years of experience in the finance industry.
Kara Marquez (CRD# 5955033) is an Investment Advisor Representative working at Nautilus Advisors LLC in Ladera Ranch, CA and has over 12 years of experience in the finance industry.