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. Michael Behner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Kara Marquez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.