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 is an independent limited liability RIA that is SEC‑registered (registration year 2008). The firm is individually owned and bills clients using a mix of percentage‑of‑AUM and fixed fees. Its client base includes both individuals and families as well as institutional relationships. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not characterized as an active ESG investor in the source data.
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 3
Ryan Gwinn
Portfolio ManagerCRD 6001931
Eric Pressler
PartnerCRD 2318263
Scott Snyder
Managing PartnerCRD 2757979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$383M in ETFs
100%
$382M
<1%
$767K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $55.9M | 72,983 | 14.58% |
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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