National Asset Management, Inc.

National Asset Management, Inc. (CRD# 115927) is a financial advisory firm headquartered in Boca Raton, FL. They manage $4,889,886,592 in 12,998 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,890
    MILLION
  • Total Number of Accounts
    12,998
    ACCOUNTS
  • Average Account Value
    $376,203
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 311 top financial advisors.
1
Robert Abramowitz
CRD#: 4437589
425 Broadhollow Rd, Ste 325, Melville, NY 11747

Robert Abramowitz (CRD# 4437589) is an Investment Advisor Representative working at National Asset Management, Inc. in Melville, NY and has over 19 years of experience in the finance industry.

2
Barbara J. Alexander
CRD#: 2950100
14802 North Dale Mabry Hwy, Suite 101 / 204, Tampa, FL 33618

Barbara Alexander (CRD# 2950100) is an Investment Advisor Representative working at National Asset Management, Inc. in Tampa, FL and has over 10 years of experience in the finance industry.

3
Michael J. Allan
CRD#: 1257882
3 East 54th Street, Suite 310, New York, NY 10022

Michael Allan (CRD# 1257882) is an Investment Advisor Representative working at National Asset Management, Inc. in New York, NY and has over 36 years of experience in the finance industry. Michael Allan 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
Merlin E. Ames
CRD#: 5039655
207 W Maple Street, Suite B, Lancaster, WI 53813

Merlin Ames (CRD# 5039655) is an Investment Advisor Representative working at National Asset Management, Inc. in Lancaster, WI and has over 14 years of experience in the finance industry.

5
Woodworth S. Anderson
CRD#: 1198409
2121 Fourth Avenue, Suite 910, Seattle, WA 98121

Woodworth Anderson (CRD# 1198409) is an Investment Advisor Representative working at National Asset Management, Inc. in Seattle, WA and has over 37 years of experience in the finance industry.

6
Mike Angelopoulos
CRD#: 4070101
200 South Wacker Street, Ste 2500, Chicago, IL 60606

Mike Angelopoulos (CRD# 4070101) is an Investment Advisor Representative working at National Asset Management, Inc. in Chicago, IL and has over 21 years of experience in the finance industry.

7
Justin R. Apakian
CRD#: 4578025
457 Montreal Avenue, Unit B, Melbourne, FL 32935

Justin Apakian (CRD# 4578025) is an Investment Advisor Representative working at National Asset Management, Inc. in Melbourne, FL and has over 18 years of experience in the finance industry.

8
Christopher R. Armstrong
CRD#: 1446768
442 Hwy 35 South, Building A 1st Floor, Eatontown, NJ 07724

Christopher Armstrong (CRD# 1446768) is an Investment Advisor Representative working at National Asset Management, Inc. in Eatontown, NJ and has over 25 years of experience in the finance industry.

9
Clancy J. Atkinson
CRD#: 4101733
7 West State St, Suite 350, Sharon, PA 16146

Clancy Atkinson (CRD# 4101733) is an Investment Advisor Representative working at National Asset Management, Inc. in Sharon, PA and has over 21 years of experience in the finance industry. Clancy Atkinson 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.

10
Jody S. Balmer
CRD#: 2286742
2121 Fourth Avenue, Suite 910, Seattle, WA 98121

Jody Balmer (CRD# 2286742) is an Investment Advisor Representative working at National Asset Management, Inc. in Seattle, WA and has over 28 years of experience in the finance industry.

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