Malaika
Maphalala

Natural Investments

CRD#5675926
Investment Advisor
in Oregon City, OR

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About this Advisor

Malaika Maphalala is a financial advisor who works in Oregon City, Oregon with 14 years of relevant experience. Maphalala currently works for Natural Investments. They have spent their complete employment at Natural Investments. Maphalala holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Hawaii and Oregon. Natural Investments is a company with a branch in Oregon City, Oregon. The investment advisory business has offices in 15 locations and a total of 22 people on staff. It oversees $2 billion in total assets between its 1,215 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 14 charitable organizations. Of its 1,215 client accounts, 20% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely are based on the type of services offered. However, fees billed by Natural Investments can be comprised of some combination of asset-based, hourly and other fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

Oregon City, OR

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Natural Investments Brokerage Details

Total Assets Under Management

$1,674,140,436

Total Number of Employees

22

Total Number of Accounts

1,215

Average Account Size

$1,377,893

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Malaika Maphalala Work History

Malaika has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Natural Investments, LLC

*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 Malaika Maphalala 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 Natural Investments

Tiffany Brown
Windsor, CA
Carrie Vanwinkle
Windsor, CA
Nonkululeko Maphalala
Windsor, CA
Diana Yanez
Windsor, CA
Kirbie Crowe
Greenville, SC
Gregory Pitts
White Plains, NY
Joel Koerner
Louisville, KY
Amy Pender
Hopewell Junction, NY

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.

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