DBA: NESTYIELD ETFS
| Total AUM | $517.3M |
| Discretionary | $517.3M100% of AUM |
| Client Accounts | 3,033 |
| Avg Account Size | $171K |
| Employees | 3 |
| Peak AUM | $519.0MDec 2025 |
Total AUM
$517M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $517M | — | — | — | |
| Discretionary AUM | $517M | — | |||
| Total AUM | $517.3M |
| Discretionary | $517.3M |
| Employees | 3 |
| Client Accounts | 3033 |
Address
8141 2ND STREET
DOWNEY CA 90241
Phone
866-475-5050
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$517M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 3k | — | — | — |
| Avg Account Size | $170,562.15 | — | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $172M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $185M | — | — | — | |
| Other AUM | $332M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | +200.0% | — | — | |