Mouna Nutakki is a registered investment advisor at Gamma Investing LLC, based in Foster City, CA, with 12 years of industry experience. Mouna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Foster City, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gamma Investing LLC
Previous Registrations
Kestra Investment Management, LLC.
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Goldman Sachs Personal Financial Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.