NWK is an investment advisor in San Francisco with $512.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202154904
SEC advisor number
801-61649
FINRA CRD number
124186
AUM ?
$512.90 mm
(as of 24 Mar 22)
Accounts
408
(as of 24 Mar 22)
Employees
7
(5 investment advisory or research)
Address
NWK
155 MONTGOMERY STREET
SUITE 600
SAN FRANCISCO
CA 94104
155 MONTGOMERY STREET
SUITE 600
SAN FRANCISCO
CA 94104
Office hours
Monday - Friday, 7:00AM-4:00PM
Phone
415-362-0122
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Werner, Marte, Robert | Principal | 07/2002 | 50-75% |
Nahas, Nadim, Joseph | Principal/chief Compliance Officer | 07/2002 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22