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How does the advisor help clients – Key Takeaways:
Facts and Insights
NUMA is a well-known financial advisory firm that has established itself as a trusted advisor for its clients. With a team of experienced and highly skilled financial experts, NUMA provides comprehensive financial planning and investment management services for individuals, families, and businesses. The firm is known for its personalized and holistic approach to financial planning, taking into consideration each client’s unique goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2010 | $1 billion+ | 50+ |
With over a decade in the financial industry, NUMA has managed to grow its AUM to over $1 billion, while expanding its team of advisors to more than 50. This steady growth is a testament to the firm’s success and the trust that its clients have placed in it to manage their assets.
Financial Services Offered
The financial services offered by NUMA cover a wide range of areas, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides customized solutions for business planning, employee benefits, and executive compensation.
Client Types
NUMA caters to a diverse range of clients, including high-net-worth individuals, business owners, professionals, and retirees. The firm’s expertise in financial planning allows it to tailor its services to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
NUMA operates on a fee-based compensation structure, which means that the firm charges a predetermined fee for its services, rather than earning commissions on financial products sold. This ensures that there is no conflict of interest, and the advisors are solely focused on providing the best possible advice for their clients.
Background
The team at NUMA consists of highly qualified and experienced professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). These experts bring a wealth of knowledge and experience to the firm, allowing it to provide comprehensive and top-notch financial services to its clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is essential for clients to be aware of any potential disclosures that may impact their relationship with the advisor. At NUMA, the firm’s advisors are committed to maintaining transparency with their clients and disclosing any potential conflicts of interest or legal issues that may affect their ability to provide unbiased financial advice.