Native American Fund Advisors LLC

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Assets, Funds, Holdings

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Native American Fund Advisors LLC
CRD #108149
SEC #801-57618
CIK #
AUM $36.7 M (2025-03-07)
Employees 7 (71% Investors, 0% Brokers)
Phone918-582-9823
Address1616 East 15th Street
Tulsa, OK 74120
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 1 36.7
Total 2 36.7
By Discretionary
Discretionary 1 36.7
Non-Discretionary 1 0.0
Total 2 36.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 36.7
Total 2 36.7
Comparable Firms State AUM ($B)
Montrose Estate Capital Management LLC
TX 0.0
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NY 0.0
Inverlochy Capital Inc
0.0
ARM Financial LLC
0.0
The Bycoff Group LLC
0.0
The McNeill Financial Group LLC
NY 0.0
Kaiser Wealth Management
0.0
Amidon & Petersen Financials LLC
0.0
Stone Ridge Advisors LLC
0.0
Winthrop Partners - WPA LLC
NY 0.0
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