Nwk Group

Nwk Group (CRD# 124186) is a financial advisory firm headquartered in San Francisco, CA. They manage $707,671,747 in 447 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
50 California Street, Suite 1500, San Francisco, CA 94111
https://www.linkedin.com/company/nwk-group/
By the Numbers
  • Total Assets Under Management
    708
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $1,583,158
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
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Nwk Group
Showing 1 - 5 of 5 top financial advisors.
1
Brian Acard, financial advisor San Francisco CA
Brian D. Acard
CRD#: 2006239
50 California Street, Suite 1500, San Francisco, CA 94111

Brian Acard (CRD# 2006239) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 34 years of experience in the finance industry.

2
Nadim Nahas, financial advisor San Francisco CA
Nadim J. Nahas
CRD#: 2209210
50 California Street, Suite 1500, San Francisco, CA 94111

Nadim Nahas (CRD# 2209210) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 32 years of experience in the finance industry.

3
Marte Werner, financial advisor San Francisco CA
Marte R. Werner
CRD#: 1926371
50 California Street, Suite 1500, San Francisco, CA 94111

Marte Werner (CRD# 1926371) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 30 years of experience in the finance industry.

4
Ian Lund, financial advisor San Francisco CA
Ian W. Lund
CRD#: 6540201
50 California Street, Suite 1500, San Francisco, CA 94111

Ian Lund (CRD# 6540201) is an Investment Advisor Representative working at Nwk Group in San Francisco, CA and has over 8 years of experience in the finance industry.

5
Cherif Nahas, financial advisor Stuart FL
Cherif G. Nahas
CRD#: 7823449
Stuart, FL

Cherif Nahas (CRD# 7823449) is an Investment Advisor Representative working at Nwk Group in Stuart, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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