N.N.A.I.A

Overview

N.N.A.I.A. operates as a small corporation focused on advisory and planning work rather than large-scale discretionary asset management. The firm lists financial planning services and the selection of other advisers as its primary advisory activities, and it is designated as a capital allocator — signaling that its role is often to direct clients to external managers or implement third-party solutions rather than to concentrate large proprietary portfolios on its books. Its fee structure includes hourly charges and fixed fees, which aligns with a consultative, project-based approach to client engagements. The firm does not report active ESG investing and is not registered as a multi-state adviser. Classification is unclassified and ownership is identified as individual. Given the combination of consultative fees, manager-selection activity and the capital allocator designation, N.N.A.I.A. appears to position itself as a boutique adviser that provides planning and manager-sourcing services to clients rather than emphasizing in-house investment product manufacturing.

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Location & Offices