Nwm Advisors, LLC
Nwm Advisors, LLC (CRD# 283714) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $247,834,533 in 451 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management248MILLION
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Total Number of Accounts451ACCOUNTS
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Average Account Value$549,522
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NV, TX
Financial Advisors at Nwm Advisors, LLC
1
Kevin Nichols (CRD# 2347023) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
2
Sergio Holguin (CRD# 7197477) is an Investment Advisor Representative working at Nwm Advisors, LLC in San Luis Obispo, CA and has over 4 years of experience in the finance industry.
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