Nwk Group

Nwk Group (CRD# 124186) is a financial advisory firm headquartered in San Francisco, CA. They manage $132,823,564 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $587,715
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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

Financial Advisors at Nwk Group
Showing 1 - 5 of 5 top financial advisors.
1
Brian D. Acard
CRD#: 2006239
155 Montgomery Street, Suite 600, San Francisco, CA 94104
93
Wealthminder
score

Brian Acard (CRD# 2006239) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 28 years of experience in the finance industry.

2
James A. Kolinos
CRD#: 2182482
155 Montgomery Street, Suite 600, San Francisco, CA 94104
93
Wealthminder
score

James Kolinos (CRD# 2182482) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 26 years of experience in the finance industry.

3
Thomas J. Matteucci
CRD#: 4012786
155 Montgomery Street, Suite 600, San Francisco, CA 94104
93
Wealthminder
score

Thomas Matteucci (CRD# 4012786) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 9 years of experience in the finance industry.

4
Marte R. Werner
CRD#: 1926371
155 Montgomery Street, Suite 600, San Francisco, CA 94104
93
Wealthminder
score

Marte Werner (CRD# 1926371) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 24 years of experience in the finance industry.

5
Nadim J. Nahas
CRD#: 2209210
155 Montgomery, Suite 1110, San Francisco, CA 94104
83
Wealthminder
score

Nadim Nahas (CRD# 2209210) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 25 years of experience in the finance industry.

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