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Nordwand Advisors, LLC

● SEC registered since 2022CRD 322936SEC# 801-126490Radnor, PA
Export (members)
Reg. AUM
$3.84B
Employees
8
Accounts
120
Location
Radnor, PA

Nordwand Advisors, LLC assets under management

Nordwand Advisors, LLC is an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2022. It reports $3.8 billion in regulatory assets under management and employs 8 people.

Nordwand Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Gerald Joshua Kane ControlChief Compliance OfficerUnder 5%2022
James Francis Martin ControlChief Executive Officer And Chief Investment OfficerUnder 5%2022
Lisa Dimter ControlChief Adminstrative OfficerUnder 5%2023
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Frequently asked questions

How much does Nordwand Advisors, LLC manage?

Nordwand Advisors, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.

How many employees does Nordwand Advisors, LLC have?

Nordwand Advisors, LLC reports 8 employees.

Where is Nordwand Advisors, LLC located?

Nordwand Advisors, LLC is based in Radnor, PA and has been SEC-registered since 2022.

Does Nordwand Advisors, LLC disclose fund performance?

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

Contact & registration

Address150 N. Radnor Chester Rd, Suite A270, Radnor, PA 19087
Phone484-630-2510
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1962713
Discloses disciplinary historyNo

Assets under management

Discretionary$2.55B
Non-discretionary$1.29B
Total (RAUM)$3.84B