NGM ASSET MANAGEMENT, LLC is a leading financial advisor firm with a reputation for providing expert financial advice to clients in need of asset management services. With a team of knowledgeable professionals and a commitment to excellence, NGM ASSET MANAGEMENT, LLC helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
When clients choose NGM ASSET MANAGEMENT, LLC, they can expect to receive top-notch financial advice and services that cater to their unique financial needs and goals. The advisor’s primary focus is on asset management, working with clients to create a customized portfolio that aligns with their risk tolerance and objectives. Their ultimate goal is to help clients achieve financial success and security through expert financial planning and management.
Facts and Insights
NGM ASSET MANAGEMENT, LLC has a strong track record of delivering exceptional financial advice to its clients. According to its latest Form ADV filing with the Securities and Exchange Commission, the firm has $300 million in assets under management (AUM), a team of 5 advisors, and has been in business for over 10 years. These numbers demonstrate the firm’s experience and expertise in the financial advisory industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 5 | Over 10 years |
Financial Services Offered
NGM ASSET MANAGEMENT, LLC offers a wide range of financial services to its clients, including portfolio management, financial planning, retirement planning, tax planning, and estate planning. These services are tailored to each client’s individual needs and goals, and the firm’s team of experts works diligently to ensure that all clients receive the best possible financial advice and solutions.
Client Types
NGM ASSET MANAGEMENT, LLC works with a diverse range of clients, including affluent individuals, high net worth families, and institutional investors. The firm has the knowledge and experience to cater to the unique needs of each client, providing them with expert financial advice and solutions to help them reach their financial goals.
Fees & Compensation
NGM ASSET MANAGEMENT, LLC charges a fee based on a percentage of AUM. This fee structure ensures that the advisor’s interests are aligned with those of the client, as the firm’s revenue is directly tied to the performance of the client’s portfolio. The firm also has a fiduciary duty to act in the best interests of its clients, providing them with transparent and fair fee structures.
Background
NGM ASSET MANAGEMENT, LLC was founded by a team of experienced financial advisors who saw a need for expert financial advice and personalized asset management services in the industry. The firm has since grown to become a respected and reputable financial advisor known for its commitment to excellence and client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, NGM ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record, with no disciplinary actions on its Form ADV filing. This information is important to know as it demonstrates the firm’s commitment to ethical and transparent business practices.