Nsb Advisors LLC is a large advisory firm based in Fishkill. It manages $111.68 million of regulatory assets for 359 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Massachusetts, and New York.
Nsb Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nsb Advisors LLC is $111.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nsb Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Fred Nicklin has been acting as President since 1 Apr 2009. James David Mcfadden joined the executive team most recently as the Chief Compliance Officer.
The principal office where Nsb Advisors LLC performs its advisory services is located at 200 Westage Business Center Dr., Fishkill, NY 12524, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 845-897-1560 or by fax 845-897-1580. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.