Nf Wealth Management, Inc.

Nf Wealth Management, Inc. (CRD# 173951) is a financial advisory firm headquartered in San Jose, CA. They manage $138,135,075 in 686 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • Average Account Value
    $201,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, NV, OR, TX

Financial Advisors at Nf Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Todd C. Ferreira
CRD#: 2762015
4300 Stevens Creek Blvd, Ste 117, San Jose, CA 95129
93
Wealthminder
score

Todd Ferreira (CRD# 2762015) is an Investment Advisor Representative working at Nf Wealth Management, Inc. in San Jose, CA and has over 20 years of experience in the finance industry.

2
Phihung N. Nguyen
CRD#: 2430236
4300 Stevens Creek Blvd, Ste 117, San Jose, CA 95129
83
Wealthminder
score

Phihung Nguyen (CRD# 2430236) is an Investment Advisor Representative working at Nf Wealth Management, Inc. in San Jose, CA and has over 22 years of experience in the finance industry.

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