NCT Advisors

RIASEC Registered
Total AUM
$487K
Discretionary
$487K
100% of AUM
Avg account
$54.1K
Accounts
9
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
169184
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

NCT Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses, serving a client base described as individual and family investors. Its compensation model combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. NCT Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 35%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents35%

Contacts

1 of 1
  • Noah Taylor

    Noah Taylor

    Investment AdviserCRD 6255604

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth