FIRST ADVISORS NATIONAL, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 166212
- Registered since
- December 18, 2012
- Website
- www.fanria.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
First Advisors National, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm positions itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Compensation is primarily a percentage of assets under management with other fees possible. The firm also engages in several broker-dealer and ancillary activities: it operates as a registered representative of a broker-dealer and is involved in commodity pool/CTA activities, real estate brokerage, insurance brokerage, and accounting. FINTRX flags the firm as not active on ESG mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities37%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 3Michael Kreusch
Co-Founder, Chief Compliance OfficerCRD 2673098
ROBERT VAN SANT
President, CEOCRD 857065
BERNARD ATKINS
Chief Investment OfficerCRD 4132301
Contacts
3 of 63KATHARINE COPPOLA
Insurance AgentCRD 5093846
Dirk Swiderek
Registered Financial AdvisorCRD 7734634
SHARRAN HOOD
SalesCRD 6120997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1372 Peachtree St NE
- Time zone
- ET (UTC-5)
- Office locations
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