NRW Asset Management, Inc.
RIASEC Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$259K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144190
- Website
- www.nrwasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals91.48%
- Other8.52%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
NRW Asset Management, Inc. is a small, privately owned corporate RIA that manages discretionary portfolios for individuals and small businesses. The firm charges clients a percentage of assets under management and focuses its advisory work on portfolio management rather than institutional consulting or pension advisory. NRW is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and does not identify as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- US Government Bonds7%
- Investment Grade Corp Bonds7%
- Non-Investment Grade Corp Bonds7%
- Cash & Cash Equivalents6%
Contacts
1 of 1Nicholas Whitcraft
PresidentCRD 1609685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations