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National Asset Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $2.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 7K
      Accounts
    • $330.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

283

name start date
James Simos
May 2018
Christopher Michael Ortiz
May 2008
Yitzchok Asher Goodman
April 2019
Glynn Perryman
November 2013
Anthony N Santucci
July 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Innovation Managment II LLC -- --
    Innovation X Management LLC -- --
    Media Ventures Management LLC -- --
    Nam Biotech Management LLC -- --
    Nam Special Situations Management LLC -- --
    National Insurance Corporation -- --
    National Securities Corporation Broker-Dealer --
    National Tax and Financial Services Inc. -- --
    Nsc Biotech Opportunities Management Associates, LLC -- --
    Nsc Biotech Venture Fund Management Associates LLC -- --
    Powermat Partners Management Associates, LLC -- --
    Truncatus Management LLC -- --
    Tsif Management Associates LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Daniel Ortega Chief Supervisory Officer April, 2019 less than 5%
      Donald Kenneth Runkle Chief Regulatory Officer April, 2019 less than 5%
      Harold Gerard Chaffee Chief Compliance Officer August, 2018 less than 5%
      Henry Edward Kaplan President & Chief Operating Officer July, 2018 less than 5%
      William Lawrence Groeneveld Vice President December, 2017 less than 5%
      John Charles Desena Secretary December, 2017 less than 5%
      Thomas David Kowalczyk Director August, 2018 less than 5%
      Michael Anthony Mullen Executive Chairman December, 2017 less than 5%
      Glenn Charles Worman Director July, 2016 less than 5%
      John A Koenigsberg Director Of Operations May, 2017 less than 5%
      Natalia Tovar Watson Treasurer October, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Performance-Based Fees
        • Other