Frank Ammirato
Frank Ammirato is a ChFC-designated registered investment advisor at Npa Asset Management, LLC, based in Fair Lawn, NJ, with 37 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,855 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NPA Asset Management offers several investment management programs:
- Advisor Managed Account Program: Advisors assist clients in developing custom portfolios with various securities. Maximum annual fee is 3% of the account value, negotiable.
- MA Direct Account Program: Advisors help clients select third-party money managers. Maximum annual fee is 3% of the account value, negotiable.
- MA Custom AdvisorFlex Program: Clients choose from model portfolios managed by Lockwood Advisors. Maximum annual fee is 3% of the account value, negotiable.
Fees are payable in advance and are based on the account balance. Clients may also incur transaction charges and other fees. All fees are negotiable.
Location
32-16 Broadway 2nd Floor, Fair Lawn, NJ, 07410
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2012Customer Dispute
September 2010Customer Dispute
December 2009Customer Dispute
December 2006Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Frank works as a financial consultant and provides tax preparation services, dedicating about half his time for two months of the year. He is also dually registered with NPA Asset Management and Nationwide Planning Associates Inc., and is an independent insurance agent through various agencies.
Employment History
Current Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Previous Registrations
Npa Asset Management, LLC
Nationwide Planning Associates INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Compulife Investor Services, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.