Investment adviser · CRD 173951

NF WEALTH MANAGEMENT, INC

Investment adviser filing (IA)

SAN JOSE, CA, United States · Form ADV filed Apr 18, 2017

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
705
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 18, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

4300 STEVENS CREEK BLVD, STE 117
SAN JOSE, CA, 95129, United States

CRD 173951

Filing source

Form ADV 1108312 · Apr 18, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.