Overview
Assets Under Management: $1.4 billion
Headquarters: ROCKLAND, MA
High-Net-Worth Clients: 242
Average Client Assets: $3 million
Frequently Asked Questions
FIRST NATIONAL ADVISORS 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 #120859), FIRST NATIONAL ADVISORS LLC is subject to fiduciary duty under federal law.
FIRST NATIONAL ADVISORS LLC is headquartered in ROCKLAND, MA.
FIRST NATIONAL ADVISORS LLC serves 242 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, FIRST NATIONAL ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FIRST NATIONAL ADVISORS LLC manages $1.4 billion in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, FIRST NATIONAL ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 242
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,337
Discretionary Accounts: 2,262
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 120859
Last Filing Date: 2025-02-06 00:00:00
Website: https://fncadvisor.com