Overview
Assets Under Management: $159 million
High-Net-Worth Clients: 13
Average Client Assets: $12.3 million
Frequently Asked Questions
NAMTAF 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 #317049), NAMTAF ADVISORS, LLC is subject to fiduciary duty under federal law.
NAMTAF ADVISORS, LLC serves 13 high-net-worth clients according to their SEC filing dated February 01, 2024. View client details ↓
According to their SEC Form ADV, NAMTAF ADVISORS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
NAMTAF ADVISORS, LLC manages $159 million in client assets according to their SEC filing dated February 01, 2024.
According to their SEC Form ADV, NAMTAF ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $12.3 million
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 317049
Filing ID: 1817891
Last Filing Date: 2024-02-01 20:24:00