National Fund Advisors, LLC is an investment adviser to an investment company based in New York. It manages $71.66 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
National Fund Advisors provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of National Fund Advisors, LLC is $71.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 71559% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay National Fund Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christopher Pike has served as the Chief Investment Officer since 1 Jan 2012. Guy Francis Talarico joined the executive team most recently as the Chief Compliance Officer.
The principal office where National Fund Advisors, LLC performs its advisory services is located at 405 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212 415-6500 or by fax 857 207-3397. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.