Ntb Advisors, A Division Of Ntb Financial Corporation (Centennial)


Ntb Advisors, A Division Of Ntb Financial Corporation is a large advisory firm based in Centennial. It manages $281.83 million of regulatory assets for 1,099 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, California, Colorado, and 28 other states.

Ntb Advisors, A Division Of Ntb Financial Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ntb Advisors, A Division Of Ntb Financial Corporation: assets under management

The assets under management (AUM) of Ntb Advisors, A Division Of Ntb Financial Corporation is $281.83 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $194.33 million in discretionary accounts and $87.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.62 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $536.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ntb Advisors, A Division Of Ntb Financial Corporation for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Centennial

The principal office where Ntb Advisors, A Division Of Ntb Financial Corporation performs its advisory services is located at 9540 South Maroon Circle, Centennial, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Northfield, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-825-1825 or by fax 303-825-3789. The normal business hours are 7:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at ntbinc.com.