NAAI INVESTMENT MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN JOSE, California
CRD number
336527
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Services
Portfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Naai Investment Management LLC is a privately held limited liability company operating under individual ownership. The firm provides advisory services focused on portfolio management for businesses and institutions, offers pension-consulting support, and conducts educational seminars or workshops. Its compensation arrangements are flexible and include percentage-of-AUM fees, hourly billing, fixed-fee engagements, performance-based structures, and other bespoke arrangements. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is classified in the source data as "unclassified" and is not designated as a capital allocator or a related adviser. Public-facing details about its client segments and longevity are limited in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Natalie Huh

    FounderCRD 6625600

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
3003 N 1st St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth