NATIVE AMERICAN FUND ADVISORS LLC

TULSA, Oklahoma·5 registered advisors·CRD# 108149

SEC# 801-576180918-582-9823

01

Firm Overview

AUM

$35M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at NATIVE AMERICAN FUND ADVISORS LLC

5 registered advisors

Brent Wray Wright

TULSA, Oklahoma

Carol Virginia Poarch

TULSA, Oklahoma

Joel Bernard Kantor

TULSA, Oklahoma

Robert Brett Kramer

TULSA, Oklahoma

Ross Owen Swimmer

TULSA, Oklahoma

05

Office Locations

TULSA, Oklahoma

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Data sourced from SEC Form ADV filings. NATIVE AMERICAN FUND ADVISORS LLC (CRD# 108149) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.