NAMCOA - Financial Advisor in North Carolina, Mooresville

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING SERVICES)

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Top Financial Advisory Firms in North Carolina, Mooresville

FirmCRD#:313334

SEC#:801-128838

No. of Advisors:10

No. of Clients:700

AUM:$131,435,199

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EVERSTAR ASSET MANAGEMENT, LLC

313334

801-128838

700

$131,435,199

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