Insights

Nimble RIA NAM is a Registered Investment Advisor with a mid-sized team (51-200 employees) operating under an affiliate structure with National Securities Corporation, suggesting potential for strategic partnerships, back-office support, and access to a broader broker-dealer network to scale client acquisition and service offerings.

Technology Edge The tech stack centers on cloud and web technologies (AWS, React, ALB, Nginx, OpenResty) plus modern UX and trust signals (Trustpilot). This indicates opportunities to offer technology-enabled advisory services, digital client onboarding enhancements, and cybersecurity/compliance solutions aligned with NAM’s platform.

Growth Targets With revenue in the low single-digit millions and market peers at much larger scales, NAM looks poised for growth, presenting a sales angle around scalable investment solutions, premium service tiers, or outsourced CIO capabilities to attract higher-net-worth clients and expand assets under management.

Service Focus NAM emphasizes service, integrity, and ingenuity, signaling receptiveness to solutions that improve client experience, reporting, and transparency. Sales opportunities include client reporting tooling, performance analytics, and ESG or thematic product offerings that align with fiduciary standards.

Market Position As an affiliate of a larger broker-dealer ecosystem with similar mid-to-large asset managers, NAM can be approached as a channel partner for cross-sell of custodial, research, or managed accounts, leveraging relationships with affiliates to access a broader client base and product suite.

Similar companies to National Asset Management, Inc.

National Asset Management, Inc. Tech Stack

National Asset Management, Inc. uses 8 technology products and services including Amazon Web Services, React, Amazon ALB, and more. Explore National Asset Management, Inc.'s tech stack below.

  • Cloud Hosting
  • React
    Javascript Frameworks
  • Amazon ALB
    Load Balancers
  • Online Review Management
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Nginx
    Web Servers
  • OpenResty
    Web Servers

National Asset Management, Inc.'s Email Address Formats

National Asset Management, Inc. uses at least 1 email format:
National Asset Management, Inc. Email FormatsExamplePercentage
FLast@namadvisorguide.comJDoe@namadvisorguide.com
100%

Frequently Asked Questions

What is National Asset Management, Inc.'s phone number?

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You can contact National Asset Management, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is National Asset Management, Inc.'s official website and social media links?

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National Asset Management, Inc.'s official website is namadvisorguide.com and has social profiles on LinkedIn.

How much revenue does National Asset Management, Inc. generate?

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As of July 2026, National Asset Management, Inc.'s annual revenue is estimated to be $1M - $10M.

What is National Asset Management, Inc.'s NAICS code?

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National Asset Management, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does National Asset Management, Inc. have currently?

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As of July 2026, National Asset Management, Inc. has approximately 51 employees across 1 continents, including North America. Key team members include Finance Director: G. G., Director: A. T. and Asset Manager: M. B. Explore National Asset Management, Inc.'s employee directory with LeadIQ.

What industry does National Asset Management, Inc. belong to?

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National Asset Management, Inc. operates in the Financial Services industry.

What technology does National Asset Management, Inc. use?

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National Asset Management, Inc.'s tech stack includes Amazon Web Services, React, Amazon ALB, Trustpilot, Bootstrap, X-Content-Type-Options, Nginx and OpenResty.

What is National Asset Management, Inc.'s email format?

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National Asset Management, Inc.'s email format typically follows the pattern of FLast@namadvisorguide.com. Find more National Asset Management, Inc. email formats with LeadIQ.
National Asset Management, Inc. logo

National Asset Management, Inc.

Financial ServicesUnited States51-200 Employees

National Asset Management, Inc. is a Registered Investment Advisor operating in the United States and is affiliated with National Securities Corporation, a FINRA/SIPC member. The firm coordinates a network of investment professionals and provides the infrastructure and systems that support client communications and advice. Its approach centers on delivering financial products that are relevant and suitable for clients, with an emphasis on service, integrity, and ingenuity.

Operating within the financial services industry, NAM leverages its affiliation with NSC to facilitate access to a range of financial offerings through its professional network. The company's model relies on technology-enabled communications to support advisory services for its client base, described as a mid-sized organization.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    National Asset Management, Inc.'s revenue is estimated to be in the range of $1M - $10M

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