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).

By the Numbers
  • Total Assets Under Management
    1,803
    MILLION
  • Total Number of Accounts
    4,764
    ACCOUNTS
  • Average Account Value
    $378,532
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Natural Investments
Showing 1 - 10 of 21 top financial advisors.
1
Harold A. Brill
CRD#: 1946338
Paonia, CO

Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 34 years of experience in the finance industry.

2
Tiffany A. Brown
CRD#: 6747021
Windsor, CA

Tiffany Brown (CRD# 6747021) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 6 years of experience in the finance industry.

3
Kirbie H. Crowe
CRD#: 6881889
Greenville, SC

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.

4
James R. Frazier
CRD#: 4469041
1210 Water Street, Port Townsend, WA 98368

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.

5
Gregory L. Garvan
CRD#: 2406323
Windsor, CA

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.

6
Nicole M. Holloway
CRD#: 6534839
1212 Broadway Avenue, 3rd Floor, Oakland, CA 94612

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.

7
Ryan M. Jones-Casey
CRD#: 5840232
Windsor, CA

Ryan Jones-Casey (CRD# 5840232) is an Investment Advisor Representative working at Natural Investments in Windsor, CA and has over 13 years of experience in the finance industry.

8
Joel D. Koerner
CRD#: 6854464
1927 Harvard Drive, Louisville, KY 40205

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.

9
Michael A. Kramer
CRD#: 4405730
Kailua-kona, HI

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).

10
Andy R. Loving
CRD#: 2335163
Louisville, KY

Andy Loving (CRD# 2335163) is an Investment Advisor Representative working at Natural Investments in Louisville, KY and has over 30 years of experience in the finance industry.

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