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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2007
- Office Locations
- 1
Office Locations
About NRW Asset Management, Inc.
NRW Asset Management, Inc. is a Jacksonville, FL RIA led by President/CIO Nicholas R. Whitcraft, bringing 48+ years across personal finance, investment research, portfolio management, hedge funds, and institutional work at The Bank of New York. The firm provides asset management, portfolio construction, and risk-managed asset allocation for retail and institutional clients, implemented primarily with ETFs alongside fixed income. Custodies with Charles Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NICHOLAS REGESTER WHITCRAFT
Chief Compliance Officer, Owner, President
- CRD
- #1609685
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,177,388 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,177,388 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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