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Nathan James Mumford

Tschetter Group

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About Nathan James Mumford

Nathan Mumford is a registered Investment Advisor Representative in Washington with Tschetter Group. Nathan has been in the industry since 2019. Nathan has passed the Series 65 and Series 66 exams. Nathan has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. The firm has over $1.8 Billion in assets under management.

Firm Information

Nathan Mumford is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Mumford’s Registration & Firm History

WA

12/14/2020 - Present

Tschetter Group (BELLEVUE WA)

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Licenses & Designations

IA

Issued 12/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/13/2020

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan James Mumford.
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