Alex
Nwaka

Touchdown Ventures Inc

CRD#5353491
Investment Advisor
in Beverly Hills, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alex Nwaka is a financial advisor who works out of Beverly Hills, California, with 8 years of industry experience. Nwaka is an advisor for Touchdown Ventures Inc. Over the course of their career, Nwaka has held roles at Student, Opindom LLC, Touchdown Ventures Inc, This Media and Accordion Partners. Nwaka maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Touchdown Ventures Inc is an advisory business headquartered in Philadelphia, PA. It has offices in two locations and a total of 52 financial advisors. It administers $427 million in assets between its 19 accounts, placing it among the larger financial advisory firms in the United States by assets under management. The advisory firm provides a number of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically are based on the type of financial services. Fees charged by Touchdown Ventures Inc most likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

9665 Wilshire Blvd
Beverly Hills, CA 90212

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Touchdown Ventures Inc Brokerage Details

Total Assets Under Management

$426,997,828

CA Average: $15,833,994,310
Total Number of Employees

52

CA Average: 41
Total Number of Accounts

19

CA Average: 3,342
Average Account Size

$22,473,570

CA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Alex Nwaka Work History

Alex has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Touchdown Ventures Inc

2015 - Present (9 years)

This Media

2014 - 2015 (1 year)

Accordion Partners

2013 - 2014 (1 year)

Opindom LLC

2011 - 2013 (2 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alex Nwaka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Touchdown Ventures Inc

Keyvan Peymani
Beverly Hills, CA
Alex Nwaka
Beverly Hills, CA
Richard Grant
Philadelphia, PA
Brett Kadesh
Philadelphia, PA
Selina Troesch
Beverly Hills, CA
Scott Lenet
Philadelphia, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started