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Recently Released!!!
Date Published: September 2011
60 Slides
The National Association of Personal Financial Advisors was founded in 1983. It is based in in Arlington Heights, IL, has 1,107 members (1,618 including affiliates), and $230 billion assets under management. The National Association of Personal Financial Advisors is led by its Chairman Susan John and CEO Ellen Turf. Its web sites can be found at www.napfa.org & www.focusonfiduciary.com.
The National Association of Personal Financial Advisors's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Organization Phase
- Mid-Term Dissent & Organizational Phase
- Maturation Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits..
Its profile includes detailed outlines of its core services:
- NAPFA Consumer Education Foundation
- Toll-Free Number (1-800-Fee-Only)
- Checklist & Diagnostic Tool
- Planning Prospectus
- Kiplinger Program
And its profile concludes with the highlights of its organizational structure & ownership.
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Public Access
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Media Access
Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.
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