N1 ADVISORS
Firm details
- Headquarters
- NEWARK, Delaware
- CRD number
- 147048
- Registered since
- September 12, 2008
- Website
- n1advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.6%
- Pension & Profit Sharing Plans14.73%
- Individuals8.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
N1 Advisors operates as an independent registered investment adviser structured as an LLC and has been SEC-registered since 2008. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines asset-based fees with fixed fees. The adviser does not identify as an active ESG investor and is not designated as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Sovereign Bonds2%
- Exchange Traded Equities1%
Contacts
3 of 3SCOTT SNYDER
Managing PartnerCRD 2757979
RYAN GWINN
Portfolio ManagerCRD 6001931
ERIC PRESSLER
PartnerCRD 2318263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$361M in ETFs
100%
$360M
<1%
$722K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $57.9M | 786,765 | 16.06% |
Location
NEWARK, DE
NEW CASTLE
Location
NEWARK, DE
Headquartered in NEWARK, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- NEW CASTLE
- Address
- 131 Continental Dr
- Time zone
- ET (UTC-5)
- Office locations
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