NAMCOA

107 Kilson Drive
Suite 206
Mooresville, North Carolina 28117
Tel: (239) 593-5525

About NAMCOA

NAMCOA, formally registered with the SEC as NAMCOA. The firm was established in 07/05/2006. They have over 9 offices throughout the country.

NAMCOA is a Mooresville, North Carolina based Financial Planning firm with nearly $312,332,592 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133978
SEC#	801-66945
Assets Managed by Firm	$312,332,592
No. of Clients	462
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING SERVICES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CONSULTATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	462	$312,332,592
Individuals (other than high net worth individuals)	230	$31,592,326
High net worth individuals	23	$25,811,954
Pension and profit sharing plans	35	$186,221,147
Charitable organizations	3	$68,707,165

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