Nfj Investment Group is a large advisory firm based in Dallas. It manages $1.91 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Nfj Investment Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nfj Investment Group is $1.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nfj Investment Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Nfj Investment Group performs its advisory services is located at 2121 San Jacinto, Ste 1840, Dallas, TX 75201 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number (214) 754-1780 or by fax (214) 754-1798. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pimcoadvisors.com/nfj.asp.