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NWF Advisory Services INC

NWF Advisory Services INC. CRD 110410

NWF Advisory Services INC logo

CRD: 110410

NWF Advisory Services INC

LOS Angeles, CA, 90064
3104755854
www.focusfinancialpartners.com
$6.4B Total AUM
$3.8B Disc. AUM
30.9% 3Y CAGR
111 Employees
11,542 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail
Platforms
Atlas
Established Date
07-08-1997
Office Locations
61

Office Locations

1001 N Palm ST Turlock CA
10729 Coldwater Rd. Suite 200 Fort Wayne IN
111 S Whittier Rd. Suite 5300 Wichita KS

About NWF Advisory Services INC

Focus Financial Partners is a fiduciary advice company comprised of independent wealth management, multi-family office, and business-management firms. It supports partner advisors with shared wealth, asset, and business management resources plus Focus Solutions—treasury, credit, family office, risk, tax, trust and estate planning, investment, and valuation services delivered by in-house specialists and vetted third parties. Focus also provides capital and practice management to help firms pursue acquisitions and generational transition.

Team overview

49 AVG AGE
$63.0M AVG AUM / ADVISOR
$556.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
111 Employees
102 Advisory Reps
111 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Alpha Radial

Client Personas

Eagle

Custodian

Beacon north

Investment Themes

Element Delta Timber

Investment Vehicles

Meridian

Platform

Frontier fusion

Services

Bridge Atlas Foundation Eagle catalyst Crest Zenith element Capital horizon

Technology

Momentum harbor

Owner & Executives

SHEHAB FAROUK MOHAMMAD

SHEHAB FAROUK MOHAMMAD

President

CRD
#2506954
Ownership
50% but less than 75%
(516) 889-4824
wave.fusion@bridgecapital.com
in linkedin.com/in/frontier-atlas
HEATHER LOUISE SCULLY

HEATHER LOUISE SCULLY

Advisor, Chief Compliance Officer

CRD
#2605292
Ownership
Less than 5%
(426) 328-7191
signal.insight@oakcapital.com
in linkedin.com/in/harbor-pathway

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Contacts

STEVEN ANDREW ADDISON

STEVEN ANDREW ADDISON

--

CRD
#4997781
(522) 400-6492
legacy.optima@primecapital.com
in linkedin.com/in/signal-prime
M

MOHAMED ABDUR RAHMAN AKRAM

Financial Advisor

CRD
#4359340
(657) 968-2001
capital.harbor@zenithcapital.com
in linkedin.com/in/pioneer-prime
B

Bridge signal

Crest beacon

CRD
#58588
(589) 788-3079
timber.frontier@beaconcapital.com
in linkedin.com/in/momentum-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-28-2023
03-28-2024
05-20-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $3,791,435,120 $340,589
Non-Discretionary $2,634,726,100 $340,580
Total $6,426,161,220 $340,585

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Separately Managed Accounts

Total SMA Asset: $6,426,161,220

$6.4B Total SMA
Public Funds:
25.9%
Equity - Exchange:
7.6%
Cash:
6.9%
Corporate - Investment Grade:
19.3%
Municipal Bonds:
32.6%
U.S. Government/Agency:
7.7%
Asset class Assets Assets %
Public Funds $2,133,752,965 25.9%
Equity - Exchange $626,120,561 7.6%
Cash $568,451,562 6.9%
Corporate - Investment Grade $1,590,016,688 19.3%
Municipal Bonds $2,685,727,670 32.6%
U.S. Government/Agency $634,358,989 7.7%
Total $8,238,428,435 100.0%

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