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Nelly Olinda Mubashi

NWAM, LLC·MERCER ISLAND, Washington
Unclaimed Profile
2835 82ND AVENUE SE, MERCER ISLAND, WA 98040CRD# 4708949Firm CRD# 147923
01

About

Nelly Olinda Mubashi is a registered financial advisor based in MERCER ISLAND, Washington, affiliated with NWAM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NWAM, LLC
NORTHWEST ASSET MANAGEMENT
AUM
$3.3B
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at NWAM, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4708949
Firm CRD# 147923
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nelly Olinda Mubashi offer?
Nelly Olinda Mubashi specializes in Financial Planning, Investment Management. Contact their office in MERCER ISLAND, Washington for a consultation.
What are Nelly Olinda Mubashi's credentials?
Nelly Olinda Mubashi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nelly Olinda Mubashi located?
Nelly Olinda Mubashi is based in MERCER ISLAND, Washington, working with NWAM, LLC. Their office serves clients in the MERCER ISLAND metropolitan area and surrounding communities.
How does Nelly Olinda Mubashi charge for services?
Nelly Olinda Mubashi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NWAM, LLC?
NWAM, LLC has approximately 55 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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