$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
-- Mountlake Terrace WA
About Nabata Investment Group, LLC
Nabata Investment Group, LLC is a Mountlake Terrace-based RIA. The firm has been operating for 2 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$327.3K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Client Personas
Foundation alpha
Custodian
Prime summit Timber capital Prime radial
Investment Themes
Zenith crest Glacier legacy Catalyst radial
Investment Vehicles
Timber value
Services
Capital value Ridge alpha Vector Beacon ember Catalyst Horizon vertex Atlas Oak Vertex
Owner & Executives
M
MOHAMMED ADNAN KHALID
Chief Compliance Officer, PRINCIPAL
- CRD
- #6573540
- Ownership
- 50% but less than 75%
(515) 471-9950
foundation.horizon@matrixcapital.com
in linkedin.com/in/timber-frontier
S
Shannon Thi Truong
PRINCIPAL
- CRD
- --
- Ownership
- 50% but less than 75%
(943) 517-2272
prime.meridian@embercapital.com
in linkedin.com/in/signal-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,600,000
Equity - Exchange:
41.1% Public Funds:
21.3% Cash:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,807,420,171 | 41.1% |
| Public Funds | $1,454,940,381 | 21.3% |
| Cash | $2,568,345,460 | 37.6% |
| Total | $6,830,706,012 | 100.0% |