The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

79. Natural Investments

CNBC.com staff@CNBC
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Natural Investments, based in San Francisco, California, is ranked No. 79 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.9B

Years in Business: 25

Accounts Under Management: 4,200

Previous appearances on FA 100 List: 1 (No. 85 in 2023)

Principals:

Michael Kramer, Manager & Trust Steward

Christopher Peck, Manager & Trust Steward

Contact:

naturalinvestments.com

PO Box 7775 No. 43366, San Francisco, CA 94120-7775

(800) 793-7512

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