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Nwf Advisory Services Inc

● SEC registered since 1998CRD 110410SEC# 801-55681Los Angeles, CA
Export (members)
Reg. AUM
$6.43B
Employees
111
Accounts
18,868
Location
Los Angeles, CA

Nwf Advisory Services Inc assets under management

Nwf Advisory Services Inc operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 1998. It reports $6.4 billion in regulatory assets under management and employs 111 people.

Nwf Advisory Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Heather Louise Scully ControlChief Compliance OfficerUnder 5%2013
Shehab Farouk Mohammad ControlPresident50-75%2007

Frequently asked questions

How much does Nwf Advisory Services Inc manage?

Nwf Advisory Services Inc reports $6.4 billion in regulatory assets under management on its Form ADV.

How many employees does Nwf Advisory Services Inc have?

Nwf Advisory Services Inc reports 111 employees.

Where is Nwf Advisory Services Inc located?

Nwf Advisory Services Inc is based in Los Angeles, CA and has been SEC-registered since 1998.

Does Nwf Advisory Services Inc disclose fund performance?

Nwf Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11835 W Olympic Blvd, Ste 1155 E., Los Angeles, CA 90064
Phone310-475-5854
Fax310-728-1764
Office hours8:30 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$6.43B▲ 68%
Mar '25 — $3.82BApr '25 — $3.82BMay '25 — $3.82BJun '25 — $3.82BJul '25 — $3.82BAug '25 — $3.82BSep '25 — $3.82BOct '25 — $3.82BNov '25 — $3.82BDec '25 — $3.82BJan '26 — $3.82BFeb '26 — $3.82BMar '26 — $6.43BApr '26 — $6.43BMay '26 — $6.43BJun '26 — $6.43B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 11%
Larger than 89% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$6.43Bregulatory AUM
Discretionary $3.79BNon-discretionary $2.63B