NAQVI, MUJTEBA

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SEATTLE, Washington
CRD number
318382

Firm profile

FINTRX

Overview

Naqvi, Mujteba operates as a sole proprietorship in the financial advisory space. The firm is classified as unclassified, indicating a lack of specific categorization within the industry. It does not engage in capital allocation or serve as a pension consultant, and there is no indication of active involvement in Environmental, Social, and Governance (ESG) investing. The firm does not have a multi-state advisory presence and has not disclosed any particular business or advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mujteba Naqvi

    Founder & Managing MemberCRD 7499641

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SEATTLE, WA

KING

Location

SEATTLE, WA

Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
7703 1st Ave NE
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth