N
CRD: 332240
NN Investment Advisory, LLC
$7.4M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-29-2024
- Office Locations
- 1
Office Locations
-- Santa Barbara CA
About NN Investment Advisory, LLC
NN Investment Advisory, LLC is an SEC-registered RIA in Santa Barbara, CA providing investment management and financial planning for individuals, including entrepreneurs. Portfolios commonly use ETFs, mutual funds and index funds, with capability across alternatives such as private equity, real estate and venture capital. Primary custodian: Charles Schwab & Co.
Team overview
47 AVG AGE
$7.4M AVG AUM / ADVISOR
$185.0K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
Nuthira Neal
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #7119728
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | $105,625 |
| Non-Discretionary | $400,000 | -- |
| Total | $7,400,000 | $105,625 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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