Nf Wealth Management, Inc (San Jose)

Name: Nf Wealth Management, Inc
Address: 4300 Stevens Creek Blvd, Ste 117, San Jose, CA, 95129
Telephone: 408-343-0691

Nf Wealth Management, Inc is a large advisory firm based in San Jose. It manages $154.63 million of regulatory assets for 705 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Hawaii, Nevada, Oregon, and Texas.

Nf Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nf Wealth Management: assets under management

The assets under management (AUM) of Nf Wealth Management, Inc is $154.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $154.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nf Wealth Management, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nf Wealth Management, Inc

Phihung Nguyen has been acting as President since 1 Jan 2015. Todd Christian Ferreira joined the executive team most recently as the Owner & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Todd Christian Ferreira	Owner & chief compliance officer	1 Jan 2015	25% - 50%	2762015
Phihung Nguyen	President	1 Jan 2015	75% - 100%	2430236

Based in San Jose

The principal office where Nf Wealth Management, Inc performs its advisory services is located at 4300 Stevens Creek Blvd, Ste 117, San Jose, CA 95129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-343-0691. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at nfwealth.com.