NEXBANK SECURITIES, INC.
Legal name: NEXBANK WEALTH ADVISORS
CRD #133267 SEC #801-111780 DALLAS, TX 972-763-4000
SEC Registered Broker-Dealer
Total AUM
$882.5K
Discretionary
$882.5K
Employees
5
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $882.5K | $882.5K | $0 | 5 | 3 |
| Apr 2021 | $882.5K | $882.5K | $0 | 5 | 3 |
| Mar 2021 | $882.5K | $882.5K | $0 | 5 | 3 |
| Mar 2021 | $1.9M | $1.9M | $0 | 5 | 0 |
| Aug 2020 | $1.9M | $1.9M | $0 | 5 | 0 |
| Jul 2020 | $1.9M | $1.9M | $0 | 5 | 0 |
| Mar 2020 | $1.9M | $1.9M | $0 | 5 | 0 |
| Jul 2019 | $1.8M | $1.8M | $0 | 5 | 0 |
| Mar 2019 | $1.8M | $1.8M | $0 | 5 | 0 |
| May 2018 | $0 | $0 | $0 | 6 | 0 |
| Mar 2018 | $0 | $0 | $0 | 6 | 0 |
DateApr 2021
Total AUM$882.5K
Discretionary$882.5K
Non-Disc.$0
Employees5
Clients3
DateApr 2021
Total AUM$882.5K
Discretionary$882.5K
Non-Disc.$0
Employees5
Clients3
DateMar 2021
Total AUM$882.5K
Discretionary$882.5K
Non-Disc.$0
Employees5
Clients3
DateMar 2021
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$1.8M
Discretionary$1.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0