Natural Investment Services, LLC (Paonia)

Name: Natural Investment Services, LLC
Address: 15230 Black Bridge Road, Paonia, CO, 81428
Telephone: 970-527-6550

Natural Investment Services, LLC is a large advisory firm based in Paonia. It manages $70 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Colorado, and Hawaii.

Natural Investment Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Natural Investment Services: assets under management

The assets under management (AUM) of Natural Investment Services, LLC is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Natural Investment Services, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Natural Investment Services, LLC

Harold Arthur Brill has been acting as President since 1 Jan 1999. Christopher James Peck joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harold Arthur Brill	President	1 Jan 1999	25% - 50%	1946338
Christopher James Peck	Chief compliance officer	1 Apr 2007	25% - 50%	4527203
Michael A Kramer	Principal	1 Apr 2007	25% - 50%	4405730

Based in Paonia

The principal office where Natural Investment Services, LLC performs its advisory services is located at 15230 Black Bridge Road, Paonia, CO 81428 The mailing address of the firm is P.O. Box 747, Paonia, CO 81428. An additional office of the firm is in Windsor, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-527-6550. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.naturalinvesting.com.