NN Investment Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332240
- Registered since
- July 29, 2024
- Website
- www.nninvestmentadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.37%
- Individuals21.55%
- Corporations / Businesses6.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
NN Investment Advisory, LLC is an independent, California-registered limited liability advisory firm owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee arrangements include AUM-based fees, hourly charges, and fixed fees. The firm lists public mutual funds as a core instrument in its portfolios and also uses third-party managers for alternative strategies.
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 Funds76%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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