Nfj Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 20, 2026, reports $3.0B in regulatory assets under management, 9 employees, and 468 accounts.
Assets Under Management
$3.0B
Employees
9
Offices
--
Total Clients
468
Primary office
DALLAS, TX
2100 ROSS AVENUE, SUITE 700, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentWRAP - DISCRETIONARY represent 98.7% of total clients.
Top client categories% of clientsClients
1
WRAP - DISCRETIONARY
98.7%
462
2
Investment Cos.
0.6%
3
3
Corporations
0.4%
2
4
Government
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 20, 2026
Discretionary100.0%
$3.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts468
10Y AUM Change+$3.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee52:1
10Y Employee Change+9
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.