Natural Investments

Natural Investments (CRD# 113348) is a financial advisory firm headquartered in San Francisco, CA. They manage $336,619,467 in 2,505 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    337
    MILLION
  • Total Number of Accounts
    2,505
    ACCOUNTS
  • Average Account Value
    $134,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, CT, DC, FL, GA, HI, IL, KY, LA, MA, MD, MN, NC, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA

Financial Advisors at Natural Investments
Showing 1 - 10 of 18 top financial advisors.
1
Michael A. Kramer
CRD#: 4405730
PO Box 390595, Keauhou, HI 96739
100
Wealthminder
score

Michael Kramer (CRD# 4405730) is an Investment Advisor Representative working at Natural Investments in Kailua Kona, HI and has over 15 years of experience in the finance industry. He exclusively manages portfolios of sustainable, responsible, and impact investments, both private and public. Michael serves on the national policy committee of US SIF: The Forum for Sustainable and Responsible Investment. He is active in shareholder advocacy and policy initiatives locally and nationally. He is the co-author of The Resilient Investor: A Plan for Your Life, Not Just Your Money (Berrett-Koehler, 2015).

2
Amy D. Pender
CRD#: 5869001
394 Broadway, New York, NY 10013
96
Wealthminder
score

Amy Pender (CRD# 5869001) is an Investment Advisor Representative working at Natural Investments in New York, NY and has over 7 years of experience in the finance industry. Amy Pender 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
Eric A. Smith
CRD#: 1495628
240 2nd Avenue S, Suite 200, U301, Seattle, WA 98104
96
Wealthminder
score

Eric Smith (CRD# 1495628) is an Investment Advisor Representative working at Natural Investments in Seattle, WA and has over 31 years of experience in the finance industry. Eric Smith 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
Carrie B. Vanwinkle
CRD#: 6116525
, Windsor, CA
95
Wealthminder
score

Carrie Vanwinkle (CRD# 6116525) is an Investment Advisor Representative working at Natural Investments with clients all over the U.S. and is based in Louisville, KY.  She has over 3 years of experience in the finance industry.

5
Harold A. Brill
CRD#: 1946338
Paonia, CO
93
Wealthminder
score

Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 28 years of experience in the finance industry.

6
Gregory L. Garvan
CRD#: 2406323
451 Folly Road, Charleston, SC 29412
93
Wealthminder
score

Gregory Garvan (CRD# 2406323) is an Investment Advisor Representative working at Natural Investments in Charleston, SC and has over 24 years of experience in the finance industry.

7
Ryan M. Jones-Casey
CRD#: 5840232
240 2nd Avenue, S, Suite 200, U301, Seattle, WA 98104
93
Wealthminder
score

Ryan Jones-Casey (CRD# 5840232) is an Investment Advisor Representative working at Natural Investments in Seattle, WA and has over 7 years of experience in the finance industry.

8
Malaika T. Maphalala
CRD#: 5675926
Oregon City, OR
93
Wealthminder
score

Malaika Maphalala (CRD# 5675926) is an Investment Advisor Representative working at Natural Investments in Oregon City, OR and has over 9 years of experience in the finance industry.

9
Christopher J. Peck
CRD#: 4527203
Windsor, CA
93
Wealthminder
score

Christopher Peck (CRD# 4527203) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 17 years of experience in the finance industry.

10
Scott H. Secrest
CRD#: 1858986
3591 Sacramento Drive, Suite 110, San Luis Obispo, CA 93401
93
Wealthminder
score

Scott Secrest (CRD# 1858986) is an Investment Advisor Representative working at Natural Investments in San Luis Obispo, CA and has over 27 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.