National Asset Management, Inc.

National Asset Management, Inc. (CRD# 115927) is a financial advisory firm headquartered in Seattle, WA. They manage $1,770,000,000 in 5,722 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,770
    MILLION
  • Total Number of Accounts
    5,722
    ACCOUNTS
  • Average Account Value
    $309,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at National Asset Management, Inc.
Showing 1 - 10 of 248 top financial advisors.
1
Robert A. Nevarez
CRD#: 4039930
43 Corporate Park, Suite 201, Irvine, CA 92606
98
Wealthminder
score

Robert Nevarez (CRD# 4039930) is an Investment Advisor Representative working at National Asset Management, Inc. in Irvine, CA and has over 18 years of experience in the finance industry.

2
Patricia D. Barrington
CRD#: 1776876
Weston, CT
96
Wealthminder
score

Patricia Barrington (CRD# 1776876) is an Investment Advisor Representative working at National Asset Management, Inc. in Weston, CT and has over 29 years of experience in the finance industry.

3
Sean D. Hopkins
CRD#: 2282109
1044 North U.s. Highway 1, Suite 201, Jupiter, FL 33477
96
Wealthminder
score

Sean Hopkins (CRD# 2282109) is an Investment Advisor Representative working at National Asset Management, Inc. in Jupiter, FL and has over 23 years of experience in the finance industry. Sean Hopkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Neal T. Leisch
CRD#: 3024416
4646 30th Street, San Diego, CA 92116
96
Wealthminder
score

Neal Leisch (CRD# 3024416) is an Investment Advisor Representative working at National Asset Management, Inc. in San Diego, CA and has over 20 years of experience in the finance industry. Neal Leisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John J. Naegele
CRD#: 1358041
35-30 Francis Lewis Blvd, Suite 205, Flushing, NY 11358
96
Wealthminder
score

John Naegele (CRD# 1358041) is an Investment Advisor Representative working at National Asset Management, Inc. in Flushing, NY and has over 33 years of experience in the finance industry. John Naegele has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Yvonne Naum
CRD#: 1928133
One Union Square 600 University Street, Suite 2900, Seattle, WA 98101
96
Wealthminder
score

Yvonne Naum (CRD# 1928133) is an Investment Advisor Representative working at National Asset Management, Inc. in Seattle, WA and has over 29 years of experience in the finance industry. Yvonne Naum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lisa B. Sherman
CRD#: 1259510
20 Squadron Blvd, Suite 570, New City, NY 10956
96
Wealthminder
score

Lisa Sherman (CRD# 1259510) is an Investment Advisor Representative working at National Asset Management, Inc. in New City, NY and has over 29 years of experience in the finance industry. Lisa Sherman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Anthony J. Vignier
CRD#: 5490337
115 Kearny Ave, Kearny, NJ 07032
96
Wealthminder
score

Anthony Vignier (CRD# 5490337) is an Investment Advisor Representative working at National Asset Management, Inc. in Kearny, NJ and has over 9 years of experience in the finance industry. Anthony Vignier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Changsheng Zhao
CRD#: 6021793
1200 N Federal Highway, Suite 400, Boca Raton, FL 33432
96
Wealthminder
score

Changsheng Zhao (CRD# 6021793) is an Investment Advisor Representative working at National Asset Management, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.

10
Yousef J. Abuhakmeh
CRD#: 5719458
620 Newport Center Drive, Newport Beach, CA 92660
93
Wealthminder
score

Yousef Abuhakmeh (CRD# 5719458) is an Investment Advisor Representative working at National Asset Management, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.

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