N
$311.9M Total AUM
$309.5M Disc. AUM
45.1% 3Y CAGR
2 Employees
79 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-24-2021
- Office Locations
- 2
Office Locations
8105 Rasor Blvd. BOX #87 Plano TX
-- Richland WA
About Nfwm
Nfwm is a Plano-based RIA with 2 offices. The firm has been operating for 4 years. Managing $311.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$155.9M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JOHN OTTO HETZEL
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #4147688
- Ownership
- 75% or more
Available
Available
Available
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K
KEVIN JAMES FLOYD
Advisor, Chief Compliance Officer, Managing Member, Managing Principal
- CRD
- #5593632
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,532,141 | $477,673 |
| Non-Discretionary | $2,331,469 | $166,534 |
| Total | $311,863,610 | $471,093 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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