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NAMCOA
Tel: (239) 593-5525
107 Kilson Drive Suite 206
Mooresville, North Carolina 28117
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
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 SERVICE
Firm CRD#:
133978
SEC#:
801-66945
No. of Clients:
462
Assets under Management
$312,332,592
No. of Advisors:
16
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