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NBC CAPITAL ADVISORS
8625 Sw Cascade Ave.,
Suite 410
Beaverton, Oregon 97008
Tel: 503-683-7727
About NBC CAPITAL ADVISORS
NBC CAPITAL ADVISORS, formally registered with the SEC as NBC CAPITAL ADVISORS. The firm was established in 12/13/2019. They have over 2 offices throughout the country.
NBC CAPITAL ADVISORS is a Beaverton, Oregon based Financial Planning firm with nearly $563,658,467 assets under management, offering retirement planning & investment advisory services to 1995 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306483 |
| SEC# | 801-117800 |
| Assets Managed by Firm | $563,658,467 |
| No. of Clients | 1995 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1995 | $563,658,467 |
| Individuals (other than high net worth individuals) | 1176 | $93,399,129 |
| High net worth individuals | 743 | $375,699,865 |
| Pension and profit sharing plans | 19 | $63,445,004 |
| Charitable organizations | 14 | $1,183,707 |
| Corporations or other businesses | 43 | $29,930,762 |
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