NWF ADVISORY SERVICES INC
CRD #110410 SEC #801-55681 LOS ANGELES, CA 310-475-5854
SEC Registered
Total AUM
$3.8B
Discretionary
$2.2B
Employees
71
Clients
51
Accounts
11,979
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.8B | $2.2B | $1.6B | 71 | 72 |
| Mar 2025 | $3.8B | $2.2B | $1.6B | 71 | 72 |
| Mar 2024 | $3.7B | $1.7B | $2B | 3 | 6,555 |
| Mar 2023 | $2.9B | $1.4B | $1.5B | 3 | 6,090 |
| Mar 2022 | $2.1B | $1.5B | $674.6M | 3 | 4,209 |
| Dec 2021 | $1.7B | $1.1B | $551.6M | 7 | 3,016 |
| Mar 2021 | $1.7B | $1.1B | $551.6M | 7 | 3,016 |
| Oct 2020 | $1.4B | $949M | $473.7M | 7 | 3,016 |
| Mar 2020 | $1.4B | $949M | $473.7M | 7 | 3,016 |
| Mar 2019 | $1.1B | $709.8M | $349.6M | 7 | 3,016 |
| Mar 2018 | $911.6M | $692.7M | $218.9M | 7 | 2,647 |
| Mar 2017 | $464.3M | $314M | $150.3M | 29 | 1,300 |
| Mar 2017 | $400.4M | $291M | $109.4M | 23 | 1,800 |
| Apr 2016 | $400.4M | $291M | $109.4M | 23 | 1,800 |
| Mar 2016 | $400.4M | $291M | $109.4M | 23 | 1,800 |
| Mar 2015 | $402.6M | $274.4M | $128.2M | 23 | 1,521 |
| Mar 2014 | $325.7M | $191.6M | $134M | 22 | 1,300 |
| Mar 2013 | $269.1M | $184.3M | $84.9M | 2 | 1,200 |
| Jun 2012 | $253.2M | $178.5M | $74.7M | 1 | 1,200 |
| Apr 2012 | $253.2M | $178.5M | $74.7M | 1 | 1,200 |
| Mar 2012 | $253.2M | $178.5M | $74.7M | 1 | 1,200 |
| Aug 2011 | $259.4M | $191.9M | $67.5M | 5 | -- |
| Apr 2011 | $259.4M | $191.9M | $67.5M | 5 | -- |
| Oct 2009 | $177M | $130M | $47M | 5 | -- |
| May 2009 | $177M | $130M | $47M | 5 | -- |
| Apr 2009 | $177M | $130M | $47M | 5 | -- |
| Feb 2009 | $177M | $130M | $47M | 5 | -- |
| Jan 2008 | $255.3M | $191.9M | $63.4M | -- | -- |
| May 2007 | $196.2M | $165M | $31.2M | -- | -- |
| Feb 2007 | $196.2M | $165M | $31.2M | -- | -- |
| Feb 2007 | $196.2M | $165M | $31.2M | -- | -- |
| Mar 2006 | $177.9M | $143.3M | $34.6M | -- | -- |
| Feb 2005 | $177.6M | $177.6M | $0 | -- | -- |
| Aug 2004 | $177.6M | $177.6M | $0 | -- | -- |
| Mar 2004 | $177.6M | $177.6M | $0 | -- | -- |
| Mar 2002 | $146.1M | $146.1M | $0 | -- | -- |
| Aug 2001 | $226.5M | $226.5M | $0 | -- | -- |
DateMay 2025
Total AUM$3.8B
Discretionary$2.2B
Non-Disc.$1.6B
Employees71
Clients72
DateMar 2025
Total AUM$3.8B
Discretionary$2.2B
Non-Disc.$1.6B
Employees71
Clients72
DateMar 2024
Total AUM$3.7B
Discretionary$1.7B
Non-Disc.$2B
Employees3
Clients6,555
DateMar 2023
Total AUM$2.9B
Discretionary$1.4B
Non-Disc.$1.5B
Employees3
Clients6,090
DateMar 2022
Total AUM$2.1B
Discretionary$1.5B
Non-Disc.$674.6M
Employees3
Clients4,209
DateDec 2021
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$551.6M
Employees7
Clients3,016
DateMar 2021
Total AUM$1.7B
Discretionary$1.1B
Non-Disc.$551.6M
Employees7
Clients3,016
DateOct 2020
Total AUM$1.4B
Discretionary$949M
Non-Disc.$473.7M
Employees7
Clients3,016
DateMar 2020
Total AUM$1.4B
Discretionary$949M
Non-Disc.$473.7M
Employees7
Clients3,016
DateMar 2019
Total AUM$1.1B
Discretionary$709.8M
Non-Disc.$349.6M
Employees7
Clients3,016
DateMar 2018
Total AUM$911.6M
Discretionary$692.7M
Non-Disc.$218.9M
Employees7
Clients2,647
DateMar 2017
Total AUM$464.3M
Discretionary$314M
Non-Disc.$150.3M
Employees29
Clients1,300
DateMar 2017
Total AUM$400.4M
Discretionary$291M
Non-Disc.$109.4M
Employees23
Clients1,800
DateApr 2016
Total AUM$400.4M
Discretionary$291M
Non-Disc.$109.4M
Employees23
Clients1,800
DateMar 2016
Total AUM$400.4M
Discretionary$291M
Non-Disc.$109.4M
Employees23
Clients1,800
DateMar 2015
Total AUM$402.6M
Discretionary$274.4M
Non-Disc.$128.2M
Employees23
Clients1,521
DateMar 2014
Total AUM$325.7M
Discretionary$191.6M
Non-Disc.$134M
Employees22
Clients1,300
DateMar 2013
Total AUM$269.1M
Discretionary$184.3M
Non-Disc.$84.9M
Employees2
Clients1,200
DateJun 2012
Total AUM$253.2M
Discretionary$178.5M
Non-Disc.$74.7M
Employees1
Clients1,200
DateApr 2012
Total AUM$253.2M
Discretionary$178.5M
Non-Disc.$74.7M
Employees1
Clients1,200
DateMar 2012
Total AUM$253.2M
Discretionary$178.5M
Non-Disc.$74.7M
Employees1
Clients1,200
DateAug 2011
Total AUM$259.4M
Discretionary$191.9M
Non-Disc.$67.5M
Employees5
Clients--
DateApr 2011
Total AUM$259.4M
Discretionary$191.9M
Non-Disc.$67.5M
Employees5
Clients--
DateOct 2009
Total AUM$177M
Discretionary$130M
Non-Disc.$47M
Employees5
Clients--
DateMay 2009
Total AUM$177M
Discretionary$130M
Non-Disc.$47M
Employees5
Clients--
DateApr 2009
Total AUM$177M
Discretionary$130M
Non-Disc.$47M
Employees5
Clients--
DateFeb 2009
Total AUM$177M
Discretionary$130M
Non-Disc.$47M
Employees5
Clients--
DateJan 2008
Total AUM$255.3M
Discretionary$191.9M
Non-Disc.$63.4M
Employees--
Clients--
DateMay 2007
Total AUM$196.2M
Discretionary$165M
Non-Disc.$31.2M
Employees--
Clients--
DateFeb 2007
Total AUM$196.2M
Discretionary$165M
Non-Disc.$31.2M
Employees--
Clients--
DateFeb 2007
Total AUM$196.2M
Discretionary$165M
Non-Disc.$31.2M
Employees--
Clients--
DateMar 2006
Total AUM$177.9M
Discretionary$143.3M
Non-Disc.$34.6M
Employees--
Clients--
DateFeb 2005
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$177.6M
Discretionary$177.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees--
Clients--