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NFWM
8105 Rasor Blvd.
Box #87
Plano, Texas 75024
Tel: (214) 379-333
About NFWM
NFWM, formally registered with the SEC as NFWM. The firm was established in 11/24/2021. They have over 1 offices throughout the country.
NFWM is a Plano, Texas based Financial Planning firm with nearly $105,438,390 assets under management, offering retirement planning & investment advisory services to 176 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317406 |
| SEC# | 801-122753 |
| Assets Managed by Firm | $105,438,390 |
| No. of Clients | 176 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 176 | $105,438,390 |
| Individuals (other than high net worth individuals) | 14 | $4,714,058 |
| High net worth individuals | 38 | $100,724,332 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
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| $112,362,200,000 | 102 | 361 |
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