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NORDWAND ADVISORS
150 N. Radnor Chester Rd
Suite A270
Radnor, Pennsylvania 19087
Tel: 484-630-2510
About NORDWAND ADVISORS
NORDWAND ADVISORS, formally registered with the SEC as NORDWAND ADVISORS. The firm was established in 09/02/2022. They have over 3 offices throughout the country.
NORDWAND ADVISORS is a Radnor, Pennsylvania based Financial Planning firm with nearly $3,492,631,540 assets under management, offering retirement planning & investment advisory services to 109 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322936 |
| SEC# | 801-126490 |
| Assets Managed by Firm | $3,492,631,540 |
| No. of Clients | 109 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 109 | $3,492,631,540 |
| Individuals (other than high net worth individuals) | 3 | $935,317 |
| High net worth individuals | 13 | $2,053,490,668 |
| Charitable organizations | 12 | $1,438,205,555 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
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| $190,960,333,268 | 377 | 657 |
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