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

More Retirement Planning firms in Mooresville, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Mooresville, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.