Overview
Assets Under Management: $708 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 105
Average Client Assets: $3 million
Frequently Asked Questions
NWK GROUP, 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 #124186), NWK GROUP, INC. is subject to fiduciary duty under federal law.
NWK GROUP, INC. is headquartered in SAN FRANCISCO, CA.
NWK GROUP, INC. serves 105 high-net-worth clients according to their SEC filing dated April 29, 2024. View client details ↓
According to their SEC Form ADV, NWK GROUP, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NWK GROUP, INC. manages $708 million in client assets according to their SEC filing dated April 29, 2024.
According to their SEC Form ADV, NWK GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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