NBS FINANCIAL & INSURANCE SERVICES INC
Legal name: NBS FINANCIAL SERVICES, INC.
CRD #110600 SEC #801-21123 WESTLAKE VILLAGE, CA 805.497.2497
SEC Registered
Total AUM
$273.3M
Discretionary
$273.3M
Employees
5
Clients
10
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $273.3M | $273.3M | $30K | 5 | 0 |
| Mar 2024 | $248.3M | $245.4M | $2.9M | 5 | 0 |
| Mar 2023 | $225.4M | $222.5M | $2.8M | 5 | 0 |
| Mar 2022 | $268.2M | $265.3M | $2.9M | 5 | 0 |
| Mar 2021 | $276.9M | $274.5M | $2.4M | 5 | 0 |
| Jun 2020 | $257.4M | $254.2M | $3.3M | 5 | 0 |
| Mar 2020 | $257.4M | $254.2M | $3.3M | 5 | 0 |
| Mar 2019 | $224M | $221.2M | $2.7M | 5 | 0 |
| Mar 2018 | $240.1M | $236.9M | $3.2M | 5 | 0 |
| Mar 2017 | $224.5M | $220.6M | $3.8M | 5 | 200 |
| Mar 2016 | $222.2M | $218.9M | $3.3M | 6 | 200 |
| Mar 2015 | $234.3M | $229.3M | $4.9M | 6 | 200 |
| Mar 2014 | $212.5M | $207.4M | $5.1M | 6 | 200 |
| Mar 2013 | $200.8M | $196.9M | $3.9M | 6 | 200 |
| Mar 2012 | $192.3M | $188.6M | $3.7M | 1 | 200 |
| Mar 2009 | $155.1M | $151.8M | $3.2M | 5 | -- |
| Mar 2008 | $196.4M | $192.7M | $3.7M | 5 | -- |
| Mar 2007 | $164.7M | $160.2M | $4.5M | 5 | -- |
| Jan 2007 | $142.9M | $137.8M | $5.1M | 5 | -- |
| Mar 2006 | $142.9M | $137.8M | $5.1M | 5 | -- |
| Apr 2004 | $108.8M | $102.9M | $5.8M | 5 | -- |
| Apr 2002 | $90.5M | $90.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$273.3M
Discretionary$273.3M
Non-Disc.$30K
Employees5
Clients0
DateMar 2024
Total AUM$248.3M
Discretionary$245.4M
Non-Disc.$2.9M
Employees5
Clients0
DateMar 2023
Total AUM$225.4M
Discretionary$222.5M
Non-Disc.$2.8M
Employees5
Clients0
DateMar 2022
Total AUM$268.2M
Discretionary$265.3M
Non-Disc.$2.9M
Employees5
Clients0
DateMar 2021
Total AUM$276.9M
Discretionary$274.5M
Non-Disc.$2.4M
Employees5
Clients0
DateJun 2020
Total AUM$257.4M
Discretionary$254.2M
Non-Disc.$3.3M
Employees5
Clients0
DateMar 2020
Total AUM$257.4M
Discretionary$254.2M
Non-Disc.$3.3M
Employees5
Clients0
DateMar 2019
Total AUM$224M
Discretionary$221.2M
Non-Disc.$2.7M
Employees5
Clients0
DateMar 2018
Total AUM$240.1M
Discretionary$236.9M
Non-Disc.$3.2M
Employees5
Clients0
DateMar 2017
Total AUM$224.5M
Discretionary$220.6M
Non-Disc.$3.8M
Employees5
Clients200
DateMar 2016
Total AUM$222.2M
Discretionary$218.9M
Non-Disc.$3.3M
Employees6
Clients200
DateMar 2015
Total AUM$234.3M
Discretionary$229.3M
Non-Disc.$4.9M
Employees6
Clients200
DateMar 2014
Total AUM$212.5M
Discretionary$207.4M
Non-Disc.$5.1M
Employees6
Clients200
DateMar 2013
Total AUM$200.8M
Discretionary$196.9M
Non-Disc.$3.9M
Employees6
Clients200
DateMar 2012
Total AUM$192.3M
Discretionary$188.6M
Non-Disc.$3.7M
Employees1
Clients200
DateMar 2009
Total AUM$155.1M
Discretionary$151.8M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2008
Total AUM$196.4M
Discretionary$192.7M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2007
Total AUM$164.7M
Discretionary$160.2M
Non-Disc.$4.5M
Employees5
Clients--
DateJan 2007
Total AUM$142.9M
Discretionary$137.8M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2006
Total AUM$142.9M
Discretionary$137.8M
Non-Disc.$5.1M
Employees5
Clients--
DateApr 2004
Total AUM$108.8M
Discretionary$102.9M
Non-Disc.$5.8M
Employees5
Clients--
DateApr 2002
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients--