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NISMAN INVESTMENT SERVICES INC.

Advisory

EAST BRUNSWICK, NJ

Data as of Apr 17, 2025 · Source: SEC Form ADV

Rank in NJ

#757

of 775 advisers by AUM

Average account

$359K

across 119 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2025.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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