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...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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