Overview
Assets Under Management: $3.8 billion
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 403
Average Client Assets: $2 million
Frequently Asked Questions
NWF ADVISORY SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110410), NWF ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
NWF ADVISORY SERVICES INC is headquartered in LOS ANGELES, CA.
NWF ADVISORY SERVICES INC serves 403 high-net-worth clients according to their SEC filing dated May 20, 2025. View client details ↓
According to their SEC Form ADV, NWF ADVISORY SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
NWF ADVISORY SERVICES INC manages $3.8 billion in client assets according to their SEC filing dated May 20, 2025.
According to their SEC Form ADV, NWF ADVISORY SERVICES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 403
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.78
Average High-Net-Worth Client Assets: $2 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