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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- DeltaCapital +more
- Established Date
- 06-22-2000
- Office Locations
- 1
Office Locations
About Ntact Retirement Solutions
NTACT Retirement Solutions is a Las Vegas-based investment advisory firm focused on clients before, during, and after retirement, offering retirement planning, investment management, and retirement income/wealth management. The approach emphasizes risk management (including “Risk Number” profiling) and “income gap” planning. Portfolios are heavily ETF-based, custodied at Charles Schwab, and supported by Nitrogen (Riskalyze) risk tools.
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Owner & Executives
MAHLON RAY EDWARDS JR
Advisor, Chief Compliance Officer, President
- CRD
- #2930611
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,380,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,380,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,380,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $617,825,455 | 11.1% |
| Derivatives | $400,751,647 | 7.2% |
| Cash | $261,601,769 | 4.7% |
| Equity - Exchange | $317,261,720 | 5.7% |
| U.S. Government/Agency | $818,201,279 | 14.7% |
| Corporate - Investment Grade | $1,090,935,038 | 19.6% |
| Equity - OTC | $634,523,440 | 11.4% |
| Municipal Bonds | $1,424,894,744 | 25.6% |
| Total | $5,565,995,092 | 100.0% |