NWK GROUP, INC.
Legal name: NWK GROUP
CRD #124186 SEC #801-61649 SAN FRANCISCO, CA 415-248-2700
SEC Registered
Total AUM
$570.9M
Discretionary
$563.6M
Employees
6
Clients
0
Accounts
464
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $570.9M | $563.6M | $7.4M | 6 | 49 |
| Apr 2024 | $707.7M | $707.7M | $0 | 7 | 47 |
| Mar 2024 | $707.7M | $707.7M | $0 | 7 | 47 |
| Oct 2023 | $662.9M | $662.9M | $0 | 6 | 46 |
| Mar 2023 | $662.9M | $662.9M | $0 | 6 | 46 |
| Mar 2022 | $512.9M | $512.9M | $0 | 7 | 50 |
| Mar 2021 | $489.3M | $489.3M | $0 | 7 | 57 |
| Sep 2020 | $276.5M | $276.5M | $0 | 5 | 57 |
| Jun 2020 | $276.5M | $276.5M | $0 | 5 | 57 |
| Jun 2020 | $276.5M | $276.5M | $0 | 5 | 57 |
| Mar 2020 | $276.5M | $276.5M | $0 | 5 | 57 |
| Sep 2019 | $264.3M | $264.3M | $0 | 6 | 53 |
| Mar 2019 | $264.3M | $264.3M | $0 | 6 | 53 |
| Mar 2018 | $156.3M | $156.3M | $0 | 6 | 58 |
| Mar 2017 | $140.6M | $140.6M | $0 | 6 | 200 |
| Mar 2016 | $132.8M | $132.8M | $0 | 6 | 200 |
| Mar 2015 | $93.7M | $93.7M | $0 | 5 | 26 |
| Jun 2014 | $74.3M | $74.3M | $0 | 5 | 26 |
| Mar 2014 | $74.3M | $74.3M | $0 | 5 | 26 |
| Mar 2013 | $58M | $58M | $0 | 5 | 26 |
| Mar 2012 | $49.6M | $49.6M | $0 | 1 | 26 |
| Mar 2011 | $32.6M | $32.6M | $0 | 5 | -- |
| Mar 2007 | $16.4M | $16.4M | $0 | 5 | -- |
| Mar 2006 | $28.4M | $9.4M | $19M | 5 | -- |
| Jun 2004 | $917.8K | $917.8K | $0 | 5 | -- |
DateMar 2025
Total AUM$570.9M
Discretionary$563.6M
Non-Disc.$7.4M
Employees6
Clients49
DateApr 2024
Total AUM$707.7M
Discretionary$707.7M
Non-Disc.$0
Employees7
Clients47
DateMar 2024
Total AUM$707.7M
Discretionary$707.7M
Non-Disc.$0
Employees7
Clients47
DateOct 2023
Total AUM$662.9M
Discretionary$662.9M
Non-Disc.$0
Employees6
Clients46
DateMar 2023
Total AUM$662.9M
Discretionary$662.9M
Non-Disc.$0
Employees6
Clients46
DateMar 2022
Total AUM$512.9M
Discretionary$512.9M
Non-Disc.$0
Employees7
Clients50
DateMar 2021
Total AUM$489.3M
Discretionary$489.3M
Non-Disc.$0
Employees7
Clients57
DateSep 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees5
Clients57
DateJun 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees5
Clients57
DateJun 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees5
Clients57
DateMar 2020
Total AUM$276.5M
Discretionary$276.5M
Non-Disc.$0
Employees5
Clients57
DateSep 2019
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees6
Clients53
DateMar 2019
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees6
Clients53
DateMar 2018
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees6
Clients58
DateMar 2017
Total AUM$140.6M
Discretionary$140.6M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2015
Total AUM$93.7M
Discretionary$93.7M
Non-Disc.$0
Employees5
Clients26
DateJun 2014
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$74.3M
Discretionary$74.3M
Non-Disc.$0
Employees5
Clients26
DateMar 2013
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$49.6M
Discretionary$49.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$16.4M
Discretionary$16.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$28.4M
Discretionary$9.4M
Non-Disc.$19M
Employees5
Clients--
DateJun 2004
Total AUM$917.8K
Discretionary$917.8K
Non-Disc.$0
Employees5
Clients--