NFJ INVESTMENT GROUP, LLC

2100 Ross Avenue, Suite 700
Dallas, Texas 75201
Tel: 214-754-1780

About NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT GROUP, LLC, formally registered with the SEC as NFJ INVESTMENT GROUP, LLC. The firm was established in 11/06/2020. They have over 1 offices throughout the country.

NFJ INVESTMENT GROUP, LLC is a Dallas, Texas based Financial Planning firm with nearly $4,233,802,767 assets under management, offering retirement planning & investment advisory services to 1082 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310902
SEC#	801-119686
Assets Managed by Firm	$4,233,802,767
No. of Clients	1082
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (INVESTMENT MODEL DELIVERY AND INVESTMENT SERVICES TO WRAP SPONSORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1082	$4,233,802,767
Pension and profit sharing plans	Fewer than 5 clients	$91,080,255
Corporations or other businesses	Fewer than 5 clients	$31,985,527

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