NAMCOA
Tel: (239) 593-5525 107 Kilson Drive Suite 206 Mooresville, North Carolina 28117
About NAMCOA
NAMCOA is a Mooresville, North Carolina based financial advisory firm with nearly $312,332,592 in assets under management and provides investment advisory services for 462 clients. There are currently 16 financial advisors at the firm.
General Information
Firm CRD#:
133978
Firm SEC#:
801-66945
Assets Under Management:
$312,332,592
No. of Clients:
462
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (CONSULTATION SERVICES)
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