Aimee
Boyer

Native American Fund Advisors LLC

CRD#5920311
Investment Advisor
in Tulsa, OK

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Aimee Boyer is a financial advisor working out of Tulsa, Oklahoma, who has 4 years of relevant experience. Boyer currently works for Native American Fund Advisors LLC. They have spent their whole time as a financial advisor at Native American Fund Advisors Llc. Boyer holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Oklahoma. Native American Fund Advisors LLC is an advisory firm that has its headquarters in Tulsa, OK. It manages $33 million in assets among its one accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Native American Fund Advisors LLC most likely consist of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

233 South Detroit Avenue Suite 100
Tulsa, OK 74120

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Native American Fund Advisors LLC Brokerage Details

Total Assets Under Management

$33,128,316

OK Average: $681,523,814
Total Number of Employees

8

OK Average: 15
Total Number of Accounts

1

OK Average: 642
Average Account Size

$33,128,316

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Aimee Boyer Work History

Aimee has been registered as a financial advisor for 4 years.*

2011 - Present (13 years)

Pinnacle Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aimee Boyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Native American Fund Advisors LLC

Aimee Boyer
Tulsa, OK
Ross Swimmer
Tulsa, OK

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started