NWF ADVISORY SERVICES INC

CRD 110410 · SEC 801-55681

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11835 W OLYMPIC BLVD, STE 1155 E., LOS ANGELES, CA, 90064, United States

Phone

310-475-5854

Fax

310-728-1764

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.43B

Discretionary AUM

$3.79B

Team

111 total employees; 102 advisory reps; 109 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	11130	$5.70B
High net worth individuals	303	$722.7M

States served

AK, AZ, CA, CO, GA, ID, IN, KS, LA, MN, NE, NV, NJ, NY, OR, PA, TN, UT, MO, WA, TX, HI, CT, FL

All web addresses on file

https://www.facebook.com/p/NWF-Advisory-Group-100064191631337/
https://www.linkedin.com/company/nwf-advisory
https://x.com/NWFAdvisory
HTTP://WWW.NWFADVISORY.COM

Official SEC filing: View on IAPD