Sergio
Holguin
Nwm Advisors, LLC
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About this Advisor
Sergio Holguin is a financial advisor based in San Luis Obispo, California, working with Nwm Advisors, LLC. Sergio has previously held positions at The Tribune Newspaper and Nwm Advisors, LLC. Sergio has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Sergio is part of Nwm Advisors, LLC, which operates out of San Luis Obispo, California. The firm has 2 employees and manages assets totaling $247.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Nwm Advisors, LLC includes asset-based fees.
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Nwm Advisors, LLC Brokerage Details
$247,834,533
2
451
$549,522
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Sergio Holguin Work History
Nwm Advisors, LLC
The Tribune Newspaper
Disclosures
Please visit the SEC profile of Sergio Holguin 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 Nwm Advisors, LLC
San Luis Obispo, CA
San Luis Obispo, CA
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