FIRST NATIONAL ADVISORS LLC

300 Ledgewood Place
Suite 101
Rockland, Massachusetts 02370
Tel: 781-878-7757

About FIRST NATIONAL ADVISORS LLC

FIRST NATIONAL ADVISORS LLC, formally registered with the SEC as FIRST NATIONAL ADVISORS LLC. The firm was established in 02/01/2006. They have over 4 offices throughout the country.

FIRST NATIONAL ADVISORS LLC is a Rockland, Massachusetts based Financial Planning firm with nearly $1,366,635,859 assets under management, offering retirement planning & investment advisory services to 2337 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120859
SEC#	801-66086
Assets Managed by Firm	$1,366,635,859
No. of Clients	2337
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2337	$1,366,635,859
Individuals (other than high net worth individuals)	492	$86,298,919
High net worth individuals	242	$797,786,435
Pension and profit sharing plans	96	$449,353,528
Charitable organizations	23	$4,356,640
Other investment advisers	Fewer than 5 clients	$115,141
Corporations or other businesses	4	$28,725,196

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