Nwk Group, Inc.
● SEC registered since 2002CRD 124186SEC# 801-61649San Francisco, CA
Reg. AUM
$485.3M
Employees
6
Accounts
458
Location
San Francisco, CA
Nwk Group, Inc. assets under management
Nwk Group, Inc. operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2002. It reports $485.3 million in regulatory assets under management and employs 6 people.
Nwk Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marte Robert Werner Control | Principal | 50-75% | 2002 |
| Nadim Joseph Nahas Control | Principal/Chief Compliance Officer | 50-75% | 2002 |
Frequently asked questions
How much does Nwk Group, Inc. manage?
Nwk Group, Inc. reports $485.3 million in regulatory assets under management on its Form ADV.
How many employees does Nwk Group, Inc. have?
Nwk Group, Inc. reports 6 employees.
Where is Nwk Group, Inc. located?
Nwk Group, Inc. is based in San Francisco, CA and has been SEC-registered since 2002.
Does Nwk Group, Inc. disclose fund performance?
Nwk Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 California Street, Suite 1500, San Francisco, CA 94111 |
| Phone | 415-248-2700 |
| Fax | 415-362-0693 |
| Office hours | 8:00a.m.-4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1803054 |
| Discloses disciplinary history | No |
Regulatory AUM
$485.3M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$485.3Mregulatory AUM
Discretionary $474.9MNon-discretionary $10.4M