Overview
Assets Under Management: $244 million
Headquarters: CENTENNIAL, CO
High-Net-Worth Clients: 57
Average Client Assets: $1.8 million
Frequently Asked Questions
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION 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 #7425), NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION is subject to fiduciary duty under federal law.
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION is headquartered in CENTENNIAL, CO.
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION serves 57 high-net-worth clients according to their SEC filing dated November 21, 2018. View client details ↓
According to their SEC Form ADV, NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION manages $244 million in client assets according to their SEC filing dated November 21, 2018.
According to their SEC Form ADV, NTB ADVISORS, A DIVISION OF NTB FINANCIAL CORPORATION 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
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.03%
Average Client Assets: $1.8 million
Total Client Accounts: 1,145
Discretionary Accounts: 897
Non-Discretionary Accounts: 248
Regulatory Filings
CRD Number: 7425
Filing ID: 1253144
Last Filing Date: 2018-11-21 14:33:00