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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