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NATIONS FINANCIAL GROUP, INC.
3925 Fountains Blvd Ne
Suite 200
Cedar Rapids, Iowa 52411
Tel: 319-393-9541
About NATIONS FINANCIAL GROUP, INC.
NATIONS FINANCIAL GROUP, INC, formally registered with the SEC as NATIONS FINANCIAL GROUP, INC. The firm was established in 05/03/2000. They have over 36 offices throughout the country.
NATIONS FINANCIAL GROUP, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $3,398,671,718 assets under management, offering retirement planning & investment advisory services to 9857 clients. The firm is staffed with 83 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 44181 |
| SEC# | 801-57407 |
| Assets Managed by Firm | $3,398,671,718 |
| No. of Clients | 9857 |
| No. of Advisors | 83 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9857 | $3,398,671,718 |
| Individuals (other than high net worth individuals) | 4130 | $1,181,195,851 |
| High net worth individuals | 1197 | $2,041,404,101 |
| Pension and profit sharing plans | 16 | $48,592,714 |
| Charitable organizations | 17 | $22,280,689 |
| Corporations or other businesses | 21 | $105,198,363 |
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