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NWM ADVISORS, LLC

Tel: 805-781-2773
735 Tank Farm Road
Suite 250
San Luis Obispo, California  93401

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NWM ADVISORS, LLC

NWM ADVISORS, LLC is a San Luis Obispo, California based financial advisory firm with nearly $293,626,427 in assets under management and provides investment advisory services for 473 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

283714

SEC#:

801-107866

No. of Clients:

473

Assets under Management

$293,626,427

No. of Advisors:

2

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