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Ntact Retirement Solutions

Ntact Retirement Solutions. CRD 119382

Ntact Retirement Solutions logo

CRD: 119382

Ntact Retirement Solutions

LAS Vegas, NV, 89128
7028044902
$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
DeltaCapital +more
Established Date
06-22-2000
Office Locations
1

Office Locations

2620 Regatta Drive Suite 102 LAS Vegas NV

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.

Team overview

-- AVG AGE
$29.4M AVG AUM / ADVISOR
$391.7K AVG AUM / CLIENT
26 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

North Vector

Client Personas

Crest zenith Delta

Custodian

Pathway ember Oak capital Bridge Zenith vertex Eagle bridge Prime Momentum Oak

Investment Themes

Peak Crest beacon Foundation pathway Momentum timber Unison glacier

Investment Vehicles

Radial horizon Legacy

Services

Atlas north Zenith Timber quantum Delta element Horizon Matrix meridian Alpha summit North fusion Signal Crest Momentum peak

Technology

Radial radial Zenith pioneer Timber Prime north

Owner & Executives

MAHLON RAY EDWARDS JR

MAHLON RAY EDWARDS JR

Advisor, Chief Compliance Officer, President

CRD
#2930611
Ownership
75% or more
(333) 634-8159
value.pioneer@timbercapital.com
in linkedin.com/in/north-ember

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$29.4M Total SMA
Public Funds:
11.1%
Derivatives:
7.2%
Cash:
4.7%
Equity - Exchange:
5.7%
U.S. Government/Agency:
14.7%
Corporate - Investment Grade:
19.6%
Equity - OTC:
11.4%
Municipal Bonds:
25.6%
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%

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