First Advisors National, LLC

Overview

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