Native American Fund Advisors LLC

Native American Fund Advisors LLC (CRD# 108149) is a financial advisory firm headquartered in Tulsa, OK. They manage $222,681,535 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $22,268,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

OK

Financial Advisors at Native American Fund Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Joel B. Kantor
CRD#: 714198
15 West 6th Street, Suite 2601, Tulsa, OK 74119
96
Wealthminder
score

Joel Kantor (CRD# 714198) is an Investment Advisor Representative working at Native American Fund Advisors LLC in Tulsa, OK and has over 33 years of experience in the finance industry. Joel Kantor 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.

2
John E. Fryrear
CRD#: 1537429
15 West 6th Street, Suite 2908, Tulsa, OK 74119
93
Wealthminder
score

John Fryrear (CRD# 1537429) is an Investment Advisor Representative working at Native American Fund Advisors LLC in Tulsa, OK and has over 30 years of experience in the finance industry.

3
Ross O. Swimmer
CRD#: 4374214
233 South Detroit Avenue, Suite 100, Tulsa, OK 74120
93
Wealthminder
score

Ross Swimmer (CRD# 4374214) is an Investment Advisor Representative working at Native American Fund Advisors LLC in Tulsa, OK and has over 6 years of experience in the finance industry.

4
Justin R. Venk
CRD#: 4832883
15 West 6th Street, Suite 2601, Tulsa, OK 74119
93
Wealthminder
score

Justin Venk (CRD# 4832883) is an Investment Advisor Representative working at Native American Fund Advisors LLC in Tulsa, OK and has over 12 years of experience in the finance industry.

5
Brent W. Wright
CRD#: 2865801
15 West 6th Street, Suite 2908, Tulsa, OK 74119
93
Wealthminder
score

Brent Wright (CRD# 2865801) is an Investment Advisor Representative working at Native American Fund Advisors LLC in Tulsa, OK and has over 19 years of experience in the finance industry.

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