NIGHTINGALE, JERRY
Legal name: NIGHTINGALE FINANCIAL ADVISORY
CRD #137496 SEC #801-66807 PALO ALTO, CA 650-843-0760
SEC Registered
Total AUM
$24.6M
Discretionary
$23.9M
Employees
1
Clients
1
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $24.6M | $23.9M | $700K | 1 | 26 |
| Mar 2012 | $24.6M | $23.9M | $700K | 1 | 26 |
| Apr 2011 | $26.7M | $26M | $700K | 5 | -- |
| Mar 2009 | $27.5M | $26M | $1.5M | 5 | -- |
| Mar 2007 | $38M | $36.5M | $1.5M | 5 | -- |
DateJun 2012
Total AUM$24.6M
Discretionary$23.9M
Non-Disc.$700K
Employees1
Clients26
DateMar 2012
Total AUM$24.6M
Discretionary$23.9M
Non-Disc.$700K
Employees1
Clients26
DateApr 2011
Total AUM$26.7M
Discretionary$26M
Non-Disc.$700K
Employees5
Clients--
DateMar 2009
Total AUM$27.5M
Discretionary$26M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2007
Total AUM$38M
Discretionary$36.5M
Non-Disc.$1.5M
Employees5
Clients--