Noah
Boatright

Nwf Advisory Services Inc

CRD#4405339
Investment Advisor
in Los Angeles, CA
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About this Advisor

Noah Boatright is a certified financial planner based in Los Angeles, California. Currently an advisor at Nwf Advisory Services Inc, Boatright has 17 years of professional experience as a registered investment advisor. Boatright holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Boatright is registered to advise investors in California. Throughout their career, Boatright has worked at Royal Alliance Associates, Inc, National Planning Corporation and Royal Alliance. Nwf Advisory Services Inc is based out of Los Angeles, California, and has 33 offices in the United States. As a company, Nwf Advisory Services Inc manages $912 million in assets throughout 1,963 client accounts and employs seven staff members. The level of assets currently under the firm's management places it among the larger investment advisory firms in the country. The firm manages 1,698 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Nwf Advisory Services Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

11835 W Olympic Blvd Ste 1155 E.
Los Angeles, CA 90064

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$911,635,353

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

7

CA Average: 43
Total Number of Accounts

1,963

CA Average: 3,727
Average Account Size

$464,409

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Noah Boatright Work History

Noah has 17 years of experience.

2017 - Present (2 years)

Royal Alliance

2009 - 2017 (8 years)

National Planning Corporation

2001 - 2009 (8 years)

Royal Alliance Associates, Inc

Disclosures

Noah Boatright has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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