Overview
Assets Under Management: $281 million
Headquarters: BURBANK, CA
High-Net-Worth Clients: 50
Average Client Assets: $2.0 million
Frequently Asked Questions
NPB FINANCIAL GROUP, 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 #137743), NPB FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NPB FINANCIAL GROUP, LLC is headquartered in BURBANK, CA.
NPB FINANCIAL GROUP, LLC serves 50 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, NPB FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NPB FINANCIAL GROUP, LLC manages $281 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, NPB FINANCIAL GROUP, 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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.59%
Average Client Assets: $2.0 million
Total Client Accounts: 907
Discretionary Accounts: 698
Non-Discretionary Accounts: 209
Regulatory Filings
CRD Number: 137743
Filing ID: 1203462
Last Filing Date: 2018-03-29 16:39:00