National Asset Management, Inc
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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
Years of Experience
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National Asset Management, Inc Brokerage Details
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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.
National Asset Management
National Securities Corporation
Gilman & Ciocia
Prime Capital Services, Inc
Prime Financial Services Inc
Michael Allan has disclosures.
Please visit their SEC profile for more details.