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Nla Financial Advisors LLC (Rehoboth)


Nla Financial Advisors LLC is an adviser based in Rehoboth. It manages $50.87 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2009.




Nla Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nla Financial Advisors: assets under management

The assets under management (AUM) of Nla Financial Advisors LLC is $50.87 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts and $44.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $606.34 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nla Financial Advisors LLC for their services and products based on 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.

Based in Rehoboth

The principal office where Nla Financial Advisors LLC performs its advisory services is located at 11 Billings Rd, Rehoboth, MA 02769 The mailing address of the firm is P. O. Box 492, Rehoboth, MA 02769. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-252-5715 or by fax 508-252-3987. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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