Nwf Advisory Services Inc.
Nwf Advisory Services Inc. (CRD# 110410) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,713,336,868 in 6,555 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management3,713MILLION
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Total Number of Accounts6,555ACCOUNTS
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Average Account Value$566,489
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, FL, GA, HI, ID, MO, NV, NY, OR, TX, UT, WA
Marcus Silverberg (CRD# 3184062) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Westlake Village, CA and has over 24 years of experience in the finance industry.
Andrew Stewart (CRD# 5826716) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Campbell, CA and has over 13 years of experience in the finance industry.
Jim Stewart (CRD# 436305) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry.
David Takagi (CRD# 1425553) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Honolulu, HI and has over 38 years of experience in the finance industry.
Megan Takagi (CRD# 6126227) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Honolulu, HI and has over 10 years of experience in the finance industry.
Tara Trautsch (CRD# 5292832) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Pacific Grove, CA and has over 16 years of experience in the finance industry.
Stacy Tredennick (CRD# 4587098) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Walnut Creek, CA and has over 21 years of experience in the finance industry.
John Trull (CRD# 1722787) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Cloverdale, CA and has over 36 years of experience in the finance industry.
Gregg Turkin (CRD# 4730022) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Westlake Village, CA and has over 20 years of experience in the finance industry.
John Wallbrink (CRD# 2039614) is an Investment Advisor Representative working at Nwf Advisory Services Inc. in Campbell, CA and has over 29 years of experience in the finance industry.