National Asset Management, Inc.

National Asset Management, Inc. (CRD# 115927) is a financial advisory firm headquartered in Seattle, WA. They manage $1,051,157,126 in 5,573 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,051
    MILLION
  • Total Number of Accounts
    5,573
    ACCOUNTS
  • Average Account Value
    $188,616
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)
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

Financial Advisors at National Asset Management, Inc.
Showing 1 - 10 of 194 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 16 years of experience in the finance industry.

2
Steven R. Bell
CRD#: 5045605
2424 North Federal Hwy, Suite 400, Boca Raton, FL 33431
96
Wealthminder
score

Steven Bell (CRD# 5045605) is an Investment Advisor Representative working at National Asset Management, Inc. in Boca Raton, FL and has over 10 years of experience in the finance industry. Steven Bell 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.

3
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 31 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.

4
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 27 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.

5
George M. Russell
CRD#: 1388143
95 N. State Route 17, Suite 203, Paramus, NJ 07652
96
Wealthminder
score

George Russell (CRD# 1388143) is an Investment Advisor Representative working at National Asset Management, Inc. in Paramus, NJ and has over 30 years of experience in the finance industry.

6
Debra L. Seeley
CRD#: 2311585
240 N.w. Gilman Blvd, Suite #2, Issaquah, WA 98027
96
Wealthminder
score

Debra Seeley (CRD# 2311585) is an Investment Advisor Representative working at National Asset Management, Inc. in Issaquah, WA and has over 23 years of experience in the finance industry. Debra Seeley 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
Paul J. Adams
CRD#: 4890844
2424 N Federal Hwy, Suite 400, Boca Raton, FL 33431
93
Wealthminder
score

Paul Adams (CRD# 4890844) is an Investment Advisor Representative working at National Asset Management, Inc. in Boca Raton, FL and has over 11 years of experience in the finance industry.

8
Barbara J. Alexander
CRD#: 2950100
5103 Memorial Hwy, Tampa, FL 33634
93
Wealthminder
score

Barbara Alexander (CRD# 2950100) is an Investment Advisor Representative working at National Asset Management, Inc. in Tampa, FL and has over 6 years of experience in the finance industry.

9
Woodworth S. Anderson
CRD#: 1198409
One Union Square 600 University Street, Suite 2900, Seattle, WA 98101
93
Wealthminder
score

Woodworth Anderson (CRD# 1198409) is an Investment Advisor Representative working at National Asset Management, Inc. in Seattle, WA and has over 33 years of experience in the finance industry.

10
Jeffrey A. Baber
CRD#: 1232485
One Hovchild Plaza, 4000 Rte 66, Suite 331, Neptune City, NJ 07753
93
Wealthminder
score

Jeffrey Baber (CRD# 1232485) is an Investment Advisor Representative working at National Asset Management, Inc. in Neptune City, NJ and has over 32 years of experience in the finance industry.

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