NOMAD

873 El Camino Real
Menlo Park, California 94025
Tel: 1-888-998-2261

About NOMAD

NOMAD, formally registered with the SEC as NOMAD. The firm was established in 03/20/2020. They have over 1 offices throughout the country.

NOMAD is a Menlo Park, California based Financial Planning firm with nearly $389,537,961 assets under management, offering retirement planning & investment advisory services to 197860 clients. The firm is staffed with 53 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307764
SEC#	801-118287
Assets Managed by Firm	$389,537,961
No. of Clients	197860
No. of Advisors	53

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	197860	$389,537,961
Individuals (other than high net worth individuals)	197860	$389,537,961

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