Michael
Allan

National Asset Management, Inc

CRD#1257882
Investment Advisor
in New York, NY
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About this Advisor

Michael Allan is a certified financial planner whose office is in New York, New York. Currently a registered advisor at National Asset Management, Inc, they have accrued a notable 32 years of professional experience as a registered investment advisor. Allan maintains a Series 63 license, designating them as a securities representative. Allan is registered to work with clients based out of New Jersey. Over the course of their career, Allan has held roles at Abel, Prime Financial Services Inc, Prime Capital Services, Inc, Gilman & Ciocia, National Securities Corporation and National Asset Management. National Asset Management, Inc is based out of New York, New York, and has 127 other locations in the United States. In aggregate, National Asset Management, Inc oversees $2 billion in assets across 5,722 accounts and employs more than 219 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the United States. The firm manages 5,451 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. National Asset Management, Inc provides 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. The firm may charge clients asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

32 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

Yes

Office Location

177 East 87Th Street Suite 306
New York, NY 10128

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National Asset Management, Inc Brokerage Details

Total Assets Under Management

$2,396,000,000

NY Average: $1,855,561,029
Total Number of Employees

268

NY Average: 62
Total Number of Accounts

7,245

NY Average: 2,474
Average Account Size

$330,711

NY Average: $750,025

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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

Michael Allan Work History

Michael has 32 years of experience.

2014 - Present (5 years)

National Asset Management

2013 - Present (6 years)

National Securities Corporation

2012 - 2015 (3 years)

Abel

2002 - 2013 (11 years)

Gilman & Ciocia

1987 - 2013 (26 years)

Prime Capital Services, Inc

1986 - 2013 (27 years)

Prime Financial Services Inc

Disclosures

Michael Allan has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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