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Building 2NFJ INVESTMENT GROUP, LLC

Map pinDALLAS, TX
Phone214-754-1780
NotebookSEC #801-119686
Total AUM
$3B
Employees
9
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 ROSS AVENUE, SUITE 700
DALLAS
TX 75201
United States
Operating Hours
8:30 TO 5:00
Monday - Friday
Phone
214-754-1780

ReceiptFinancials

Total AUM
$3B
Accounts
468
Discretionary
$3B
Accounts
468
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$2.7B
Government Entity Clients
1
AUM
$19M
Corporation or Business Clients
2
AUM
$21.8M
Other Clients
462
AUM
$254.6M
Description of Other Clients
WRAP - DISCRETIONARY

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INVESTMENT MODEL DELIVERY AND INVESTMENT SERVICES TO WRAP SPONSORS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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