Nmf Asset Management, LLC (Stuart)


Nmf Asset Management, LLC is a large advisory firm based in Stuart. It manages $153 million of regulatory assets for 99 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Massachusetts, and Texas.

Nmf Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nmf Asset Management: assets under management

The assets under management (AUM) of Nmf Asset Management, LLC is $153 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 908% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $153 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.55 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nmf Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Southeastern Bank Financial Corp. Parent company 1 Feb 1992 75% - 100% 58-1796490

Based in Stuart

The principal office where Nmf Asset Management, LLC performs its advisory services is located at 815 Colorado Avenue, Stuart, FL 34994, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772-221-2651 or by fax 772-221-2656. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.