|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| NWF Advisory Services Inc
✚
|
|
|---|---|
| CRD # | 110410 |
| SEC # | 801-55681 |
| CIK # | 0002045735 |
| AUM | $3.8 B (2025-05-20) |
| Employees | 71 (100% Investors, 100% Brokers) |
| Phone | 310-475-5854 |
| Address | 11835 W Olympic Blvd Los Angeles, CA 90064 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.1 | ||
| Costco Wholesale Corp /NEW | 20.4 | ||
| Alibaba Group Holding Ltd | 14.7 | ||
| Amazon Com Inc | 14.0 | ||
| Alphabet Inc | 12.3 | ||
| VISA Inc | 11.9 | ||
| Bank of America Corp /DE/ | 10.9 | ||
| Citigroup Inc | 10.5 | ||
| American Express Co | 9.9 | ||
| Occidental Petroleum Corp /DE/ | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,249 | 2.8 |
| (b) Individuals (high net worth individuals) | 403 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11,979 | 3.8 |
| By Discretionary | ||
| Discretionary | 6,948 | 2.2 |
| Non-Discretionary | 5,031 | 1.6 |
| Total | 11,979 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 11,979 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045735] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Asset Advisory Services LLC
✚
|
MI | 4.0 |
|
IFG Advisory LLC
✚
|
GA | 4.0 |
|
Thurston Springer Advisors LLC
✚
|
IN | 4.0 |
|
Willis Investment Counsel Inc
✚
|
GA | 4.0 |
|
Western Wealth Management LLC
✚
|
CO | 3.9 |
|
Meridian Wealth Management LLC
✚
|
KY | 3.9 |
|
Goelzer Investment Management Inc
✚
|
IN | 3.8 |
|
Next Financial Group Inc
✚
|
TX | 3.8 |
|
C2P Capital Advisory Group LLC
✚
|
OH | 3.7 |
|
GWN Securities Inc
✚
|
FL | 3.7 |