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NAMCOA
MOORESVILLE, NC
(239) 593-5525
SEC #801-66945Total AUM
$361.8M
Employees
12Clients
380Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
107 KILSON DRIVE
SUITE 206
MOORESVILLE
NC 28117
United States
SUITE 206
MOORESVILLE
NC 28117
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
BY APPOINTMENT
Phone
(239) 593-5525
Other Offices
5
Financials
Total AUM
$361.8M
Accounts
249Discretionary
$348.6M
Accounts
177Non-Discretionary
$13.2M
Accounts
72
Clients
Individual Clients
294AUM
$48.8M
HNW Individual Clients
50AUM
$58.9M
Pension/Profit Sharing Plan Clients
35AUM
$216M
Charitable Organization Clients
1AUM
$38M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING SERVICES
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Violation Finding
State Registrations
AZCAFLLANCNYOHORPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.