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First National Advisors LLC

CRD 120859SEC# 801-66086Rockland, MA
Export (members)
No longer SEC-registered. First National Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.37B
Employees
10
Accounts
2,337
Location
Rockland, MA

First National Advisors LLC assets under management

First National Advisors LLC is a registered investment adviser overseen by the SEC based in Rockland, MA. It reports $1.4 billion in regulatory assets under management and employs 10 people.

First National Advisors LLC owners & executives

10 reported
NameTitleOwnershipSince
A&j Fna HoldingsOwner5-10%2024
Jason Todd Skolnick ControlChief Compliance OfficerUnder 5%2007
Jssquared Holdings LLC ControlOwner25-50%2024
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Frequently asked questions

How much does First National Advisors LLC manage?

First National Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does First National Advisors LLC have?

First National Advisors LLC reports 10 employees.

Where is First National Advisors LLC located?

First National Advisors LLC is based in Rockland, MA.

Does First National Advisors LLC disclose fund performance?

First National Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Ledgewood Place, Suite 101, Rockland, MA 02370
Office hours9:00a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.28B
Non-discretionary$82.5M
Total (RAUM)$1.37B