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THE NLW Capital Group LLC

Headquartered in BALTIMORE, MD

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Firm Information

THE NLW Capital Group LLC is an investment advisor that provides portfolio management for individuals, businesses, and high-net-worth clients. They also offer financial planning services and business consulting. The firm manages approximately $9,254,970 in assets, with $4,961,837 managed for high-net-worth individuals and $4,293,133 managed for 13 individuals other than high-net-worth clients.

THE NLW Capital Group LLC

$9.25M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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business consulting

Business consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of annual revenue

Branch Locations (1)

THE NLW CAPITAL GROUP LLC has a total of 1 branch locations across the country.
location

Baltimore, MD

Advisors at THE NLW Capital Group LLC

View All 1 Advisors
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Nathaniel Lee Whitman

RA

Baltimore, MD

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Disclosures

There are no public disclosures for THE NLW Capital Group LLC.

Frequently Asked Questions (6)

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