Nadim
Nahas

Nwk Group

CRD#2209210
Investment Advisor
in San Francisco, CA

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About this Advisor

Nadim Nahas is a financial advisor based out of San Francisco, California with 19 years of industry experience. Nahas is on the advisory team at Nwk Group. They have spent the entirety of their career at Nwk Group. Nahas maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Nwk Group is a registered investment business that has its headquarters in San Francisco, CA. It has $663 million in assets under management among its 397 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 397 customer accounts, 54% are held by high-net-worth individuals who have at least $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice usually vary depending on which services the firm provides the client. Fees charged by Nwk Group likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

50 California Street Suite 1500
San Francisco, CA 94111

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Nwk Group Brokerage Details

Total Assets Under Management

$662,868,060

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

397

CA Average: 3,727
Average Account Size

$1,669,693

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Nadim Nahas Work History

Nadim has been registered as a financial advisor for 19 years.*

2002 - Present (22 years)

Nwk Group

*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 Nadim Nahas 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 Nwk Group

Ian Lund
San Francisco, CA
Marte Werner
San Francisco, CA
Nadim Nahas
San Francisco, CA
Brian Acard
San Francisco, CA

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.

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