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Nfj Investment Group, LLC

● SEC registered since 2020CRD 310902SEC# 801-119686Dallas, TX
Export (members)
Reg. AUM
$3.38B
Employees
10
Accounts
739
Location
Dallas, TX

Nfj Investment Group, LLC assets under management

Nfj Investment Group, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2020. It reports $3.4 billion in regulatory assets under management and employs 10 people.

Nfj Investment Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andra Cynthia Purkalitis ControlExecutive Vice President And Chief Legal OfficerUnder 5%2023
George Robert Aylward ControlPresident And Chief Executive OfficerUnder 5%2020
John Reid Mowrey ControlExecutive Managing Director, Chief Investment OfficerUnder 5%2021
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Frequently asked questions

How much does Nfj Investment Group, LLC manage?

Nfj Investment Group, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.

How many employees does Nfj Investment Group, LLC have?

Nfj Investment Group, LLC reports 10 employees.

Where is Nfj Investment Group, LLC located?

Nfj Investment Group, LLC is based in Dallas, TX and has been SEC-registered since 2020.

Does Nfj Investment Group, LLC disclose fund performance?

Nfj Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100 Ross Avenue, Suite 700, Dallas, TX 75201
Phone214-754-1780
Fax214-754-1798
Office hours8:30 To 5:00
SEC regionFort Worth Regional Office (FWRO)
CIK1862664
Discloses disciplinary historyNo

Assets under management

Discretionary$3.38B
Non-discretionary$0
Total (RAUM)$3.38B