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NWAM, LLC
NWAM, LLC
NORTHWEST ASSET MANAGEMENT
MERCER ISLAND, Washington
·
3 registered advisors
·
CRD# 147923
SEC# 801-69483
66
206-838-3680
01
Firm Overview
AUM
$3.3B
Regulatory assets under management
Employees
55
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at NWAM, LLC
3 registered advisors
Gregory Allen Headrick
MERCER ISLAND, Washington
CRD# 2270615
Mahum Raza Prasad
MERCER ISLAND, Washington
CRD# 6317849
Nelly Olinda Mubashi
MERCER ISLAND, Washington
CRD# 4708949
05
Office Locations
MERCER ISLAND, Washington
3 advisors
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Data sourced from SEC Form ADV filings. NWAM, LLC (CRD# 147923) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.