Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > NB ALTERNATIVES ADVISERS LLC
NB ALTERNATIVES ADVISERS LLC
325 North Saint Paul Street
Suite 4900
Dallas, Texas 75201
Tel: 214-647-9500
About NB ALTERNATIVES ADVISERS LLC
NB ALTERNATIVES ADVISERS LLC, formally registered with the SEC as NB ALTERNATIVES ADVISERS LLC. The firm was established in 03/31/2009. They have over 13 offices throughout the country.
NB ALTERNATIVES ADVISERS LLC is a Dallas, Texas based Financial Planning firm with nearly $118,041,119,970 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 319 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149822 |
| SEC# | 801-70009 |
| Assets Managed by Firm | $118,041,119,970 |
| No. of Clients | 827 |
| No. of Advisors | 319 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 827 | $118,041,119,970 |
| High net worth individuals | 1 | $10,000,000 |
| Pension and profit sharing plans | 49 | $16,824,508,685 |
| Charitable organizations | 6 | $1,118,967,039 |
| Corporations or other businesses | 9 | $537,869,353 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas