Nabata Investment Group, LLC

RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$225K
Accounts
16
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
330616
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals55.28%
  • HNWI41.67%
  • Charitable Organizations3.06%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Nabata Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, and it also lists institutional clients. Its billing mixes an asset-based fee and hourly charges. The adviser does not present itself as a capital allocator, is not identified as an active ESG investor, and does not act as a pension consultant or related adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 48%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 23%48%
  • Exchange Traded Equities48%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents23%

Owners & executives

1 of 1
  • Mohammed Khalid

    Mohammed Khalid

    CEOCRD 6573540

Contacts

1 of 1
  • Shannon Truong

    PrincipalCRD 7972963

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth