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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Natural Investments Pbllc
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|---|---|
| CRD # | 113348 |
| SEC # | 801-63874 |
| CIK # | |
| AUM | $2.0 B (2025-02-17) |
| Employees | 23 (100% Investors, 0% Brokers) |
| Phone | 707-758-0171 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 979 | 376.5 |
| (b) Individuals (high net worth individuals) | 267 | 1,511.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 60.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,846 | 1,973.9 |
| By Discretionary | ||
| Discretionary | 4,834 | 1,966.6 |
| Non-Discretionary | 12 | 7.3 |
| Total | 4,846 | 1,973.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,973.9 | |
| Total | 4,846 | 1,973.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Forum Finance Group Sa
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|
2.0 | |
|
Smith Anglin Financial LLC
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|
TX | 2.0 |
|
American Century Investments Private Client Group Inc
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|
MO | 2.0 |
|
TPG Financial Advisors LLC
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|
OR | 2.0 |
|
Sather Financial Group Inc
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|
TX | 1.9 |
|
Magnus Financial Group LLC
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|
NY | 1.9 |
|
Willow Creek Wealth Management Inc
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|
CA | 1.9 |
|
Bankers Life Advisory Services Inc
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|
IL | 1.9 |
|
Sound View Wealth Advisors Group LLC
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|
GA | 1.9 |
|
Northwest Financial Advisors LLC
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|
VA | 1.9 |