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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.