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 in San Francisco, California, working with Nwk Group. Nadim has previously held a position at Nwk Group. Nadim has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Nadim is part of Nwk Group, which operates out of San Francisco, California. The firm has 7 employees and manages assets totaling $707.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Nwk Group includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$707,671,747

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

7

CA Average: 43
Total Number of Accounts

447

CA Average: 3,727
Average Account Size

$1,583,158

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

2002 - Present (22 years)

Nwk Group

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

Brian Acard
San Francisco, CA
Nadim Nahas
San Francisco, CA
Marte Werner
San Francisco, CA
Cherif Nahas
Stuart, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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