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| NWF Advisory Services Inc
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|---|---|
| CRD # | 110410 |
| SEC # | 801-55681 |
| CIK # | 0002045735 |
| AUM | 6,426.2 M (2026-03-31) |
| Employees | 111 (92% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| 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 | 30.9 | ||
| Micron Technology Inc | 24.5 | ||
| Alphabet Inc | 23.0 | ||
| Costco Wholesale Corp /NEW | 21.2 | ||
| Occidental Petroleum Corp /DE/ | 16.0 | ||
| Amazon Com Inc | 15.8 | ||
| Nvidia Corp | 15.1 | ||
| Alibaba Group Holding Ltd | 14.0 | ||
| Visa Inc | 11.4 | ||
| American Express Co | 11.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,130 | 5.7 |
| (b) Individuals (high net worth individuals) | 303 | 0.7 |
| (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 | 0 | 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 | 18,868 | 6.4 |
| By Discretionary | ||
| Discretionary | 11,132 | 3.8 |
| Non-Discretionary | 7,736 | 2.6 |
| Total | 18,868 | 6.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.4 | |
| Total | 18,868 | 6.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045735] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 109 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Sendero Wealth Management LLC
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Osaic Institutions Inc
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Andersen Tax LLC
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VA | 6,348.8 M |
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Creativeone Wealth LLC
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KS | 6,251.7 M |
|
Todd Asset Management LLC
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KY | 6,175.3 M |
|
Sigma Planning Corporation
✚
|
MI | 6,102.5 M |