NWK GROUP, INC.

NWK GROUP, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 124186). Regulatory assets under management: $485.3M.

Registration

• CRD: 124186
• SEC file number: 801-61649
• Type: Registered investment adviser
• Location: 50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111
• Phone: 415-248-2700
• Latest filing: 2026-03-23
• Regulatory AUM: $485.3M
• Discretionary AUM: $474.9M
• Non-discretionary AUM: $10.4M
• Clients: 6
• Accounts: 458

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124186 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search