NATIVE AMERICAN FUND ADVISORS LLC

RIASEC RegisteredEst. 2000

Total AUM

$38.9M

Discretionary

$38.9M

100% of AUM

Avg account

$9.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: TULSA, Oklahoma
CRD number: 108149
Registered since: June 28, 2000
Website: www.indianfundadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Other98.62%
Corporations / Businesses1.37%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Native American Fund Advisors LLC is an SEC-registered investment adviser (registered in 2000) structured as a limited liability company. It positions itself as a capital allocator for institutional clients and provides a mix of advisory services including financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. The firm charges standard percentage-of-AUM fees and also bills on an hourly basis for some services. It is not flagged as an active ESG investor, is not registered as a multistate adviser, and maintains related-adviser relationships and roles such as sponsor or managing member of pooled investment vehicles.