Overview
Assets Under Management: $1.0 billion
Headquarters: MAYFIELD HEIGHTS, OH
High-Net-Worth Clients: 282
Average Client Assets: $2.1 million
Frequently Asked Questions
NCA FINANCIAL PLANNERS 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 #120086), NCA FINANCIAL PLANNERS is subject to fiduciary duty under federal law.
NCA FINANCIAL PLANNERS is headquartered in MAYFIELD HEIGHTS, OH.
NCA FINANCIAL PLANNERS serves 282 high-net-worth clients according to their SEC filing dated June 25, 2018. View client details ↓
According to their SEC Form ADV, NCA FINANCIAL PLANNERS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
NCA FINANCIAL PLANNERS manages $1.0 billion in client assets according to their SEC filing dated June 25, 2018.
According to their SEC Form ADV, NCA FINANCIAL PLANNERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 282
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.19%
Average Client Assets: $2.1 million
Total Client Accounts: 3,016
Discretionary Accounts: 3,011
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 120086
Filing ID: 1223949
Last Filing Date: 2018-06-25 18:56:00