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NLA FINANCIAL ADVISORS
508-252-5715
SEC #801-70107Total AUM
$50.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
508-252-5715
Financials
Total AUM
$50.9M
Accounts
77Discretionary
$6M
Accounts
3Non-Discretionary
$44.9M
Accounts
74
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other Fee
Other Compensation
ANNUAL RETAINER FEE
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.