Namm Financial LLC

Overview

Namm Financial LLC is an independent, Florida-registered limited liability company that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Ownership is held by an individual principal and the adviser charges a mix of percentage-of-AUM, hourly, and fixed fees. The firm’s operating profile emphasizes straightforward wealth-management services rather than institutional consulting or capital allocation. It is not an ESG-focused manager, is not positioned as a pension consultant or multi-state adviser, and does not report affiliations as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices