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NATURAL INVESTMENTS
NATURAL INVESTMENTS PBLLC
CRD 113348 · SEC 801-63874
VT, United States
Phone
707-758-0171
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.05B
Discretionary AUM
$2.04B
Team
24 total employees; 24 advisory reps; 22 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; FINANCL PLNG FEES EITHER ON A PROJECT, HOURLY OR RETAINER BASIS
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 964 | $414.3M |
| High net worth individuals | 278 | $1.53B |
| Charitable organizations | 22 | $72.7M |
| Corporations/business entities | 13 | $34.9M |
States served
VT, AZ, CA, CO, DC, GA, ID, IL, IN, IA, KY, LA, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- HTTP://WWW.NATURALINVESTMENTS.COM
- HTTP://WWW.JUSTMONEYADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/NATURALINVESTMENTS/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/NATURAL-INVESTMENTS/
- http://www.chordatacapital.com
- http://www.strategysquad.com
- http://carriebvanwinkle.com
- http://www.allthecolors.net
- HTTP://WWW.RESILIENTINVESTOR.COM
Official SEC filing: View on IAPD