Nosuris, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,000,000
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
190
5% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
190
Very HighAverage account size
$473,684
About
Nosuris, Inc. provides portfolio management, financial planning, selection of other advisers, and pension consulting to individual clients (including high‑net‑worth individuals) and retirement plans, overseeing roughly $95 million for about 190 clients. Services include customized and model portfolios, written financial plans, and plan‑level education and participant seminars.
The firm typically delivers non‑discretionary investment advice and monitors portfolios for rebalancing and performance, while accepting discretionary authority when clients grant it; reported assets show a larger share held on a non‑discretionary basis. Nosuris uses fundamental analysis and both long‑ and short‑term trading strategies and frequently recommends third‑party money managers and wrap‑fee platforms, which it monitors rather than always managing internally.
Notable distinctions compared with many peers are its advisers’ roles as registered representatives of a broker‑dealer and its affiliation with an insurance agency, meaning commissionable securities and insurance products may be offered alongside advisory services. The firm also discloses several operational differences — a majority of assets are non‑discretionary, it generally does not aggregate orders into block trades, and it does not vote client proxies on their behalf.
Client services
Financial planning
Pension consulting
Selection of other advisers
Fee options
Financial planning fixed fees generally range between $2,500 and $25,000, negotiable.
$0 - $1,000,000: 1.5% $1,000,001+: 1.0%
Advisory persons are registered representatives earning commissions for securities and insurance products separate from advisory fees.
$500 per hour, negotiable depending on scope and complexity.
Account minimum: $250,000
Main office location
Nosuris, Inc.
700 Merrick Road
Lynbrook NY 11563-2327, United States
Number of offices
1
Most active in
Nosuris, Inc. has reported serving >5 clients in these states in the last 12 months.
California · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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