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Building 2FIRST NATIONAL ADVISORS LLC

Map pinROCKLAND, MA
Phone781-878-7757
NotebookSEC #801-66086
Total AUM
$1.4B
Employees
10
Clients
858

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 LEDGEWOOD PLACE
SUITE 101
ROCKLAND
MA 02370
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
781-878-7757
Other Offices
3

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,337
Discretionary
$1.3B
Accounts
2,262
Non-Discretionary
$82.5M
Accounts
75

ContactClients

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Individual Clients
492
AUM
$86.3M
HNW Individual Clients
242
AUM
$797.8M
Pension/Profit Sharing Plan Clients
96
AUM
$449.4M
Charitable Organization Clients
23
AUM
$4.4M
Investment Advisor Clients
1
AUM
$115.1K
Corporation or Business Clients
4
AUM
$28.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAMAMENCNHNJNYPARITXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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