Nbs Financial & Insurance Services Inc
CRD 110600SEC# 801-21123Westlake Village, CA
No longer SEC-registered. Nbs Financial & Insurance Services Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$273.3M
Employees
5
Accounts
391
Location
Westlake Village, CA
Nbs Financial & Insurance Services Inc assets under management
Nbs Financial & Insurance Services Inc is an SEC-registered investment adviser based in Westlake Village, CA. It reports $273.3 million in regulatory assets under management and employs 5 people.
Nbs Financial & Insurance Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph John Crossan Control | President | Over 75% | 1995 |
| Susan Yvonne Crossan Control | Chief Compliance Officer/ Vp | Under 5% | 2004 |
Frequently asked questions
How much does Nbs Financial & Insurance Services Inc manage?
Nbs Financial & Insurance Services Inc reports $273.3 million in regulatory assets under management on its Form ADV.
How many employees does Nbs Financial & Insurance Services Inc have?
Nbs Financial & Insurance Services Inc reports 5 employees.
Where is Nbs Financial & Insurance Services Inc located?
Nbs Financial & Insurance Services Inc is based in Westlake Village, CA.
Does Nbs Financial & Insurance Services Inc disclose fund performance?
Nbs Financial & Insurance Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 340 N Westlake Blvd, Ste 112, Westlake Village, CA 91362 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$273.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$273.3Mregulatory AUM
Discretionary $273.3MNon-discretionary $30K