Overview
Assets Under Management: $708 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 105
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 447
Discretionary Accounts: 447
Regulatory Filings
CRD Number: 124186
Last Filing Date: 2024-04-29 00:00:00
Website: https://nwkgroup.com