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Building 2NWF ADVISORY SERVICES INC

Map pinLOS ANGELES, CA
Phone310-475-5854
NotebookSEC #801-55681
Total AUM
$6.4B
Employees
111
Clients
11,433

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11835 W OLYMPIC BLVD
STE 1155 E.
LOS ANGELES
CA 90064
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
310-475-5854
Other Offices
38

ReceiptFinancials

Total AUM
$6.4B
Accounts
18,868
Discretionary
$3.8B
Accounts
11,132
Non-Discretionary
$2.6B
Accounts
7,736

ContactClients

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Individual Clients
11,130
AUM
$5.7B
HNW Individual Clients
303
AUM
$722.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTFLGAHIIDINKSLAMNMONENJNVNYORPATNTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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