Nca Financial Planners

Nca Financial Planners (CRD# 120086) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $759,028,690 in 1,873 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    759
    MILLION
  • Total Number of Accounts
    1,873
    ACCOUNTS
  • Average Account Value
    $405,248
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, WA, WI

Financial Advisors at Nca Financial Planners
No Advisor Found.
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