Overview
Assets Under Management: $501 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
FIRST ADVISORS NATIONAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166212), FIRST ADVISORS NATIONAL, LLC is subject to fiduciary duty under federal law.
FIRST ADVISORS NATIONAL, LLC is headquartered in ATLANTA, GA.
FIRST ADVISORS NATIONAL, LLC serves 46 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, FIRST ADVISORS NATIONAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FIRST ADVISORS NATIONAL, LLC manages $501 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, FIRST ADVISORS NATIONAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,207
Discretionary Accounts: 5,207
Regulatory Filings
CRD Number: 166212
Filing ID: 1972617
Last Filing Date: 2025-03-31 09:06:00
Website: https://fanadvisors.com