Namm Financial LLC

Overview

Namm Financial LLC is an independent registered investment advisor structured as a limited liability company. The firm primarily serves individual and family clients, providing financial planning services and portfolio management tailored for individuals and small businesses. Namm Financial LLC operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. Additionally, the firm engages in insurance brokerage activities but does not focus on ESG investments or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices