Nfj Investment Group, LLC
● SEC registered since 2020CRD 310902SEC# 801-119686Dallas, TX
Reg. AUM
$2.98B
Employees
9
Accounts
468
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 billion in regulatory assets under management and employs 9 people.
Nfj Investment Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andra Cynthia Purkalitis Control | Executive Vice President And Chief Legal Officer | Under 5% | 2023 |
| George Robert Aylward Control | President And Chief Executive Officer | Under 5% | 2020 |
| John Reid Mowrey Control | Executive Managing Director, Chief Investment Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Nfj Investment Group, LLC manage?
Nfj Investment Group, LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Nfj Investment Group, LLC have?
Nfj Investment Group, LLC reports 9 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
| Address | 2100 Ross Avenue, Suite 700, Dallas, TX 75201 |
| Phone | 214-754-1780 |
| Fax | 214-754-1798 |
| Office hours | 8:30 To 5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1862664 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.98B▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$2.98Bregulatory AUM
Discretionary $2.98B