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| NWAM LLC
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|---|---|
| CRD # | 147923 |
| SEC # | 801-69483 |
| CIK # | 0001655006 |
| AUM | $3.3 BB (2024-08-07) |
| Employees | 55 (87% Investors, 5% Brokers) |
| Phone | 206-838-3680 |
| Address | 2835 82nd Avenue SE Mercer Island, WA 98040 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 62.0 | |
| AMZN | 1,092,997.8 | 28.8 | |
| GOOG | 1,482,566.4 | 13.4 | |
| TSLA | 723,390.3 | 13.4 | |
| META | 434,852.0 | 13.1 | |
| GOOGL | 1,475,138.5 | 10.7 | |
| AVGO | 201,282.9 | 7.2 | |
| DELL | 36,192.0 | 6.9 | |
| FCX | 44,631.0 | 5.8 | |
| AMGN | 130,083.0 | 5.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,737 | 0.7 |
| (b) Individuals (high net worth individuals) | 862 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.1 |
| (h) Charitable organizations | 12 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 12 | 0.0 |
| Total | 8,878 | 3.3 |
| By Discretionary | ||
| Discretionary | 5,928 | 2.2 |
| Non-Discretionary | 2,950 | 1.0 |
| Total | 8,878 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 8,878 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001655006] |
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