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NWK GROUP
50 California Street
Suite 1500
San Francisco, California 94111
Tel: 415-248-2700
About NWK GROUP
NWK GROUP, formally registered with the SEC as NWK GROUP. The firm was established in 12/16/2002. They have over 1 offices throughout the country.
NWK GROUP is a San Francisco, California based Financial Planning firm with nearly $707,671,747 assets under management, offering retirement planning & investment advisory services to 447 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124186 |
| SEC# | 801-61649 |
| Assets Managed by Firm | $707,671,747 |
| No. of Clients | 447 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 447 | $707,671,747 |
| Individuals (other than high net worth individuals) | 87 | $31,883,516 |
| High net worth individuals | 102 | $287,340,757 |
| Pension and profit sharing plans | 48 | $2,265,428 |
| Charitable organizations | 2 | $386,182,046 |
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