RIA Intelligence

NF WEALTH MANAGEMENT, INC

CRD #173951 SEC #801-80763 SAN JOSE, CA 408-343-0691
SEC Registered
Total AUM
$154.6M
Discretionary
$154.6M
Employees
4
Clients
0
Accounts
705

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 18, 2017
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NGUYEN, PHIHUNGIPRESIDENTE Control
NGUYEN, PHIHUNGIPRESIDENTE Control
NGUYEN, PHIHUNGIPRESIDENTE Control
NGUYEN, PHIHUNGIPRESIDENTE Control
NGUYEN, PHIHUNGIPRESIDENTE Control
NGUYEN, PHIHUNGIPRESIDENTE Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control
FERREIRA, TODD, CHRISTIANIOWNER & CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Apr 18, 2017 REGISTERED

Notice Filings (5)

CA HI NV OR TX

Address

4300 STEVENS CREEK BLVD, STE 117
SAN JOSE, CA 95129
United States
Phone: 408-343-0691