N
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
9811 NW 10th ST Plantation FL
About Namm Financial LLC
Namm Financial LLC is a Plantation-based RIA. The firm has been operating for 16 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade.
Team overview
57 AVG AGE
$2.5M AVG AUM / ADVISOR
$223.4K AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
JOSEPH CHARLES NAMM
Chief Compliance Officer, President
- CRD
- #2850184
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,457,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,457,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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