Nathan
Amann

Vanguard Advisers Inc

CRD#5516499
Investment Advisor
in Charlotte, NC
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About this Advisor

Nathan Amann is a certified financial planner in Charlotte, North Carolina. Currently an advisor with Vanguard Advisers Inc, Amann has 13 years of work experience as a financial advisor. Amann has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Amann is able to advise investors in North Carolina and Texas. Over the course of their career, Amann has held roles at University Of Central Florida, Allen & Company Of Florida, Inc, Florida Southern College and The Vanguard Group, Inc. Vanguard Advisers Inc is located in Charlotte, North Carolina, and has three other offices throughout the nation. In total, Vanguard Advisers Inc oversees $151 billion in assets across 661,667 client accounts and employs more than 878 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 661,632 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Vanguard Advisers Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Water Ridge Pkwy 1 North Falls Plaza Ste. 100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

NC Average: $4,737,880

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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
  • Selection of other advisers

Nathan Amann Work History

Nathan has 13 years of experience.

2017 - Present (2 years)

The Vanguard Group, Inc

2010 - 2017 (7 years)

Allen & Company Of Florida, Inc

2009 - 2012 (3 years)

Florida Southern College

2005 - 2009 (4 years)

University Of Central Florida

Disclosures

Nathan Amann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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