Neal
Leisch

National Asset Management, Inc

CRD#3024416
Investment Advisor
in San Diego, CA
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About this Advisor

Neal Leisch is a certified financial planner who works out of San Diego, California, with a total of 20 years of experience as a financial advisor. Leisch is currently employed by National Asset Management, Inc. Their career trajectory has included roles at Valic, Valic Investment Services Company, American General Financial Advisors, Inc, Wfg Investments, Inc, National Asset Management and National Securities Corp. Leisch maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to operate in California. National Asset Management, Inc is a financial advisory firm that has its headquarters in San Diego, California. It has offices in 127 locations and a total of 219 advisors. It oversees $2 billion in assets among its 5,722 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,722 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. National Asset Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the financial services provided. Fees charged by National Asset Management, Inc most likely include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

3930 Utah Street Suite K
San Diego, CA 92104

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National Asset Management, Inc Brokerage Details

Total Assets Under Management

$2,396,000,000

CA Average: $3,566,627,242
Total Number of Employees

268

CA Average: 46
Total Number of Accounts

7,245

CA Average: 1,499
Average Account Size

$330,711

CA Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Neal Leisch Work History

Neal has 20 years of experience.

2017 - Present (2 years)

National Asset Management

2017 - Present (2 years)

National Securities Corp

2009 - 2017 (8 years)

Wfg Investments, Inc

2003 - 2009 (6 years)

American General Financial Advisors, Inc

1998 - 2009 (11 years)

Valic

1998 - 2009 (11 years)

Valic Investment Services Company

Disclosures

Neal Leisch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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