NWK Group
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 124186
- Registered since
- December 16, 2002
- Website
- www.nwkgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.81%
- Individuals9.42%
- Charitable Organizations6.37%
- Corporations / Businesses2.97%
- Pension & Profit Sharing Plans0.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
NWK Group is an independent registered investment adviser organized as a corporation and operating since 2002. The firm serves both individual and family clients as well as institutional accounts, charging either a percentage of assets under management or fixed fees. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not report itself as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities56%
- US Government Bonds28%
- Cash & Cash Equivalents9%
- Public Funds/Mutual Funds6%
Contacts
3 of 4
Marte Werner
PrincipalCRD 1926371
Nadim Nahas
PrincipalCRD 2209210
Brian Acard
Research AssociateCRD 2006239
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$19.6M in ETFs
97%
$19M
3%
$589K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.2M | 6,952 | 26.46% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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