|
⚲
|
| Native American Fund Advisors LLC
✚
| |
|---|---|
| CRD # | 108149 |
| SEC # | 801-57618 |
| CIK # | |
| AUM | $34.9 MM (2024-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 918-582-9823 |
| Address | 233 South Detroit Avenue Tulsa, OK 74120 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 34.9 |
| Total | 2 | 34.9 |
| By Discretionary | ||
| Discretionary | 1 | 34.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 2 | 34.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 34.9 | |
| Total | 2 | 34.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Steward Advisors Group LLC
✚
|
NY | 0.0 |
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
DDO Advisory Services LLC
✚
|
NY | 0.0 |
|
Kaiser Wealth Management
✚
|
WY | 0.0 |
|
Polaris Financial LLC
✚
|
MA | 0.0 |
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Retirewell Plans LLC
✚
|
NY | 0.0 |
|
Inverlochy Capital Inc
✚
|
0.0 | |
|
Patriot Asset Management Inc
✚
|
NY | 0.0 |
|
R F Lafferty & Co Inc
✚
|
NY | 0.0 |