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Home > Retirement Planners > california > san luis obispo > NWM ADVISORS, LLC
NWM ADVISORS, LLC
735 Tank Farm Road
Suite 250
San Luis Obispo, California 93401
Tel: 805-781-2773
About NWM ADVISORS, LLC
NWM ADVISORS, LLC, formally registered with the SEC as NWM ADVISORS, LLC. The firm was established in 06/06/2016. They have over 1 offices throughout the country.
NWM ADVISORS, LLC is a San Luis Obispo, California based Financial Planning firm with nearly $293,626,427 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283714 |
| SEC# | 801-107866 |
| Assets Managed by Firm | $293,626,427 |
| No. of Clients | 473 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 473 | $293,626,427 |
| Individuals (other than high net worth individuals) | 46 | $6,320,783 |
| High net worth individuals | 122 | $245,817,520 |
| Pension and profit sharing plans | 21 | $37,458,713 |
| Charitable organizations | Fewer than 5 clients | $310,637 |
| Corporations or other businesses | Fewer than 5 clients | $3,718,774 |
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