NAAI INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- SAN JOSE, California
- CRD number
- 336527
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
- Services
- Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Naai Investment Management LLC is a privately held limited liability company operating under individual ownership. The firm provides advisory services focused on portfolio management for businesses and institutions, offers pension-consulting support, and conducts educational seminars or workshops. Its compensation arrangements are flexible and include percentage-of-AUM fees, hourly billing, fixed-fee engagements, performance-based structures, and other bespoke arrangements. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is classified in the source data as "unclassified" and is not designated as a capital allocator or a related adviser. Public-facing details about its client segments and longevity are limited in the available record.
Assets & Accounts
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
Contacts
1 of 1Natalie Huh
FounderCRD 6625600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN JOSE, CA
SANTA CLARA
Location
SAN JOSE, CA
Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 3003 N 1st St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LEGACY WEALTH ADVISORS, LLC
RIASAN JOSE, CA
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
RIASAN JOSE, CA
RETIREMENT CAPITAL STRATEGIES, INC.
RIASAN JOSE, CA
FINANCIAL PLANNING CONSULTANTS, LLC
RIASAN JOSE, CA
CONCENTRUM WEALTH MANAGEMENT
RIASAN JOSE, CA
DAVID, ALAN R.
RIASAN JOSE, CA