# Namm Financial LLC

> Namm Financial LLC is a state-registered investment advisory firm in Plantation, FL, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2022.

- CRD: 151860
- Filed as: NAMM FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: February 23, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151860
- AdvisorCensus page: https://advisorcensus.com/firm/namm-financial-llc-plantation-fl-151860

## Quick answers

**How is Namm Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Namm Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Namm Financial LLC located?**
Namm Financial LLC's principal office is in Plantation, FL, according to its Form ADV.

**Is Namm Financial LLC registered with the SEC or a state?**
Namm Financial LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151860.

**How much does Namm Financial LLC manage?**
Namm Financial LLC reports $2,457,047 in regulatory assets under management in its Form ADV filing dated February 23, 2022 (100% discretionary).

**What types of clients does Namm Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Namm Financial LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151860

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,457,047
- Discretionary: $2,457,047
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,457,047 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [nammfinancial.com](https://nammfinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Namm Financial LLC (CRD 151860): Form ADV filing data as of October 2026.