Naworski Investments
RIASEC Registered
Total AUM
$45.1M
Discretionary
$45.1M
100% of AUM
Avg account
$485K
Accounts
93
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 114585
- Website
- www.naworskiinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.13%
- Individuals21.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Naworski Investments is an independent registered investment adviser organized as an LLC that serves individual and family clients, along with small businesses. The firm provides discretionary portfolio management and charges clients a fee based on assets under management. It is not positioned as a capital allocator to third‑party alternative managers, does not identify as an ESG investor, and does not report multi‑state adviser or pension consultant activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
David Naworski
Registered Investment AdvisorCRD 4459751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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