National Advisors Trust Co.

National Advisors Trust Co.

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Business head: James A. Combs

No. clients: 179

AUC: $9,971

Min. assets: None

nationaladvisorstrust.com

In the News

Small custodians compete for advisers with niche needs

February 17, 2017 - When Tim Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Centerin Amherst, N.Y., he knew what he didn't want: an experience ‚Äúthat felt like I was calling into a cable company.‚ÄĚ That was...

Custodians and clearing firms ranked by number of clients

August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...

TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

January 28, 2015 - In an effort to help financial advisers hold onto clients' assets in the transfer of wealth from one generation to another, TD Ameritrade Institutional has created a new corporate trust unit. The Jersey City, N.J.-based custodian created the Advisors...

Custodians

August 11, 2013 - Firm Phone/website Head of RIA custody business # of clients % change vs. 2012 Assets under custody ($M) % change vs. 2012 Minimum assets of advisers 1 Schwab Advisor Services (877) 687-4085 schwabadvisorcenter.com Bernie Clark, Executive vice president...

SEI exec takes over top spot at National Advisors Trust

April 7, 2013 - James A. Combs Jr. has taken over as chief executive of National Advisors Trust Co., an independent trust company. He started in his new post April 1. Prior to joining NATC, Mr. Combs, 52, was chief operations officer for SEI Investment Manager Services....

    Notes
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