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).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $493,602
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Nautilus Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael S. Behner
CRD#: 3264037
4747 Morena Blvd., Suite 358, San Diego, CA 92117

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.

2
Daniel S. Callan
CRD#: 3272460
999 Corporate Drive, Ladera Ranch, CA 92694

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.

3
Kara J. Marquez
CRD#: 5955033
999 Corporate Drive, Suite 100, Ladera Ranch, CA 92694

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.