Overview
Assets Under Management: $3.8 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 71
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.22
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 11,979
Discretionary Accounts: 6,948
Non-Discretionary Accounts: 5,031
Regulatory Filings
CRD Number: 110410
Filing ID: 1992039
Last Filing Date: 2025-05-20 17:04:00
Website: https://nwfadvisory.com