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NAM Included in Financial Advisor’s 2017 Survey Ranking
North American Management (NAM) is pleased to announce that it was once again recognized in Financial Advisor magazine’s Annual Registered Investment Adviser (RIA) Survey and Ranking, which lists the largest RIA firms based on 2016 year-end assets under management. NAM appeared in the survey’s $1 Billion and Over Asset category and was ranked as the 175th largest firm out of 638 participating RIA firms across the nation.
To qualify for the list, advisers had to be registered with the U.S. Securities and Exchange Commission, provide financial planning and related services to individual clients, and complete a survey issued by Financial Advisor magazine.
The firm was also recognized in Financial Advisor’s 2015 and 2016 RIA surveys.
About North American Management:
North American Management (NAM) is a wealth advisory firm offering investment management, tax and estate planning, and trust services tailored to meet the complex needs of high net worth families, family offices, and select non-profit organizations. For nearly 90 years, we have been passionate about understanding our clients’ complete financial situations, and expressing our best wealth planning and investment ideas using forward-thinking institutional processes and technologies.
The Financial Advisor magazine’s 2017 RIA Survey and Ranking is an independent listing produced by the Financial Advisor magazine. Neither the RIA firms nor their employees pay a fee to the Financial Advisor magazine in exchange for their inclusion on the Survey and Ranking list. Third-party rankings are no guarantee of future investment success. These ratings should not be construed as an endorsement of the adviser by any client.
North American Management (NAM) is pleased to announce that it was once again recognized in Financial Advisor magazine’s Annual Registered Investment Adviser (RIA) Survey and Ranking, which lists the largest RIA firms based on 2016 year-end assets under management. NAM appeared in the survey’s $1 Billion and Over Asset category and was ranked as the 175th largest firm out of 638 participating RIA firms across the nation.
To qualify for the list, advisers had to be registered with the U.S. Securities and Exchange Commission, provide financial planning and related services to individual clients, and complete a survey issued by Financial Advisor magazine.
The firm was also recognized in Financial Advisor’s 2015 and 2016 RIA surveys.
About North American Management:
North American Management (NAM) is a wealth advisory firm offering investment management, tax and estate planning, and trust services tailored to meet the complex needs of high net worth families, family offices, and select non-profit organizations. For nearly 90 years, we have been passionate about understanding our clients’ complete financial situations, and expressing our best wealth planning and investment ideas using forward-thinking institutional processes and technologies.
The Financial Advisor magazine’s 2017 RIA Survey and Ranking is an independent listing produced by the Financial Advisor magazine. Neither the RIA firms nor their employees pay a fee to the Financial Advisor magazine in exchange for their inclusion on the Survey and Ranking list. Third-party rankings are no guarantee of future investment success. These ratings should not be construed as an endorsement of the adviser by any client.
