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Building 2NATURAL INVESTMENTS

Map pin
Phone707-758-0171
NotebookSEC #801-63874
Total AUM
$2B
Employees
24
Clients
1,277

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
707-758-0171
Other Offices
18

ReceiptFinancials

Total AUM
$2B
Accounts
4,846
Discretionary
$2B
Accounts
4,834
Non-Discretionary
$9.5M
Accounts
12

ContactClients

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Individual Clients
964
AUM
$414.3M
HNW Individual Clients
278
AUM
$1.5B
Charitable Organization Clients
22
AUM
$72.7M
Corporation or Business Clients
13
AUM
$34.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCL PLNG FEES EITHER ON A PROJECT, HOURLY OR RETAINER BASIS

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAHIIAIDILINKYLAMAMDMIMNMONCNHNJNMNVNYOHORPASCTNTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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