Overview
Assets Under Management: $1.5 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 205
Average Client Assets: $5.3 million
Frequently Asked Questions
NORTH AMERICAN MANAGEMENT CORP 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 #104825), NORTH AMERICAN MANAGEMENT CORP is subject to fiduciary duty under federal law.
NORTH AMERICAN MANAGEMENT CORP is headquartered in BOSTON, MA.
NORTH AMERICAN MANAGEMENT CORP serves 205 high-net-worth clients according to their SEC filing dated August 10, 2018. View client details ↓
According to their SEC Form ADV, NORTH AMERICAN MANAGEMENT CORP offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
NORTH AMERICAN MANAGEMENT CORP manages $1.5 billion in client assets according to their SEC filing dated August 10, 2018.
According to their SEC Form ADV, NORTH AMERICAN MANAGEMENT CORP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.05%
Average Client Assets: $5.3 million
Total Client Accounts: 961
Discretionary Accounts: 934
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 104825
Filing ID: 1234067
Last Filing Date: 2018-08-10 10:25:00