Nwk Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$437,870,776
Clients
207
Advisors
4
across 2 offices
About
NWK Group provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals (including high-net-worth clients) and retirement plans. The firm offers written Investment Policy Statements and participant education for plan sponsors in addition to ongoing portfolio management and financial plans.
The firm's investment process combines fundamental, technical, quantitative and qualitative analysis with formal asset-allocation work and ongoing monitoring, and it delivers regular reporting that includes performance comparisons to market indices and peer rankings. Accounts are reviewed on a regular schedule (monthly for managed individual accounts) and clients receive quarterly reporting and periodic performance evaluations.
Compared with many peers, NWK discloses and publicizes performance results and peer rankings in its client reporting and materials, and its public brochure directs readers to additional information via its website and the SEC adviser database. The firm also discloses that margin balances are included in assets under management and that borrowing may be used in managed accounts, a practice the brochure notes creates a potential conflict of interest; NWK manages roughly $485 million in client assets while providing institutional consulting coverage on approximately $4.4 billion of plan assets.
Client services
Expertise
Fee options
Financial Planning fixed fees typically range from $500 to $2,500
$0 - $5,000,000: 1.00% annually $5,000,000 - $10,000,000: 0.80% annually $10,000,000+: 0.70% annually
Account minimum: $250,000 Fee-only: Financial Planning fixed fees typically range from $500 to $2,500
Main office
See office50 California Street, Suite 1500
San Francisco CA 94111
Advisors at this office
3
Offices (2)
Most active in
California · Florida · New York · Oregon · Texas
Also doing business as
Nwk Group · Nwk Group · Nwk Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Marte W
Series 63
San Francisco, CA
Nwk Group
Marte Werner is a financial advisor at NWK Group in San Francisco, CA, holding a Series 63 designation with 21 years of industry experience. She has been with NWK Group since 2002 and is a 50% owner of the firm. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, providing investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in its portfolio management and emphasizes performance reporting and peer comparisons in client communications.
Nadim N
Series 63, Series 65
San Francisco, CA
Nwk Group
Nadim Nahas is a financial advisor at Nwk Group with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Nwk Group since 2002. Nadim is also a 50% partner in the firm. Nwk Group provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. The firm combines fundamental, technical, quantitative, and qualitative analysis with formal asset-allocation work and ongoing monitoring, offering regular performance reporting that includes comparisons to market indices and peer rankings.
Brian A
Series 63
San Francisco, CA
Nwk Group
Brian Acard is a financial advisor at NWK Group with 29 years of industry experience. He holds a Series 63 designation and has been with NWK Group since 2014. The firm provides discretionary and non-discretionary investment supervisory services, financial planning, cash management consulting, and pension/institutional consulting to individuals, including high-net-worth clients, and retirement plans. NWK Group employs a multi-faceted investment process incorporating fundamental, technical, quantitative, and qualitative analysis, along with formal asset allocation and ongoing portfolio monitoring.
Cherif N
Series 65
Stuart, FL
Nwk Group
Cherif Nahas is a financial advisor with NWK Group, holding a Series 65 designation and two years of industry experience. Prior to joining NWK Group, he served with Palm Beach County Fire Rescue for 28 years. NWK Group serves individual and high-net-worth clients, as well as pension, profit-sharing plans, and non-profit organizations, offering investment supervisory services, institutional consulting, financial planning, and cash-management advice. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis in both discretionary and non-discretionary portfolio management, with regular account monitoring and detailed performance reporting.
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