Nwm Advisors, LLC

Nwm Advisors, LLC (CRD# 283714) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $247,834,533 in 451 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
735 Tank Farm Road, Suite 250, San Luis Obispo, CA 93401
http://www.nwmadvisors.com
By the Numbers
  • Total Assets Under Management
    248
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $549,522
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Nwm Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Nichols, financial advisor San Luis Obispo CA
Kevin M. Nichols
CRD#: 2347023
735 Tank Farm Road, Suite 250, San Luis Obispo, CA 93401

Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 30 years of experience in the finance industry.

2
Sergio Holguin, financial advisor San Luis Obispo CA
Sergio P. Holguin
CRD#: 7197477
735 Tank Farm Road, Suite 250, San Luis Obispo, CA 93401

Sergio Holguin (CRD# 7197477) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 3 years 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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