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Native American Advisors, Inc. (Alpharetta)


Native American Advisors, Inc. is an adviser based in Alpharetta. It manages $10 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001.




Native American Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Native American Advisors: assets under management

The assets under management (AUM) of Native American Advisors, Inc. is $10 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $121.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Native American Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Alpharetta

The principal office where Native American Advisors, Inc. performs its advisory services is located at 801 North Brookshade Parkway, Alpharetta, GA 30004 0835, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 770-772-1621 or by fax 770-772-0102. The normal business hours are 8am-5pm on Monday - Friday.


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