Natural Investments
Natural Investments (CRD# 113348) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,803,328,608 in 4,764 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management1,803MILLION
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Total Number of Accounts4,764ACCOUNTS
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Average Account Value$378,532
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 35 years of experience in the finance industry.
Tiffany Brown (CRD# 6747021) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 7 years of experience in the finance industry.
Kirbie Crowe (CRD# 6881889) is an Investment Advisor Representative working at Natural Investments in Greenville, SC and has over 6 years of experience in the finance industry.
James Frazier (CRD# 4469041) is an Investment Advisor Representative working at Natural Investments in Port Townsend, WA and has 1 year of experience in the finance industry.
Gregory Garvan (CRD# 2406323) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 30 years of experience in the finance industry.
Nicole Holloway (CRD# 6534839) is an Investment Advisor Representative working at Natural Investments in Oakland, CA and has over 8 years of experience in the finance industry.
Ryan Jones-Casey (CRD# 5840232) is an Investment Advisor Representative working at Natural Investments in Duluth, MN and has over 13 years of experience in the finance industry.
Joel Koerner (CRD# 6854464) is an Investment Advisor Representative working at Natural Investments in Louisville, KY and has over 6 years of experience in the finance industry.
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).
Andy Loving (CRD# 2335163) is an Investment Advisor Representative working at Natural Investments in Louisville, KY and has over 31 years of experience in the finance industry.