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Building 2NAMSOFT ADVISORS, LLC

Map pin
Phone425-736-6508
NotebookSEC #801-134724
Total AUM
$2.6M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM - 5PM
Monday - Friday
Phone
425-736-6508

ReceiptFinancials

Total AUM
$2.6M
Accounts
14
Discretionary
$2.6M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$151.6K
HNW Individual Clients
10
AUM
$2.4M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$30.9K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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