Nfj Investment Group, LLC
Dallas, TX·SEC-registered · CRD #310902
Nfj Investment Group, LLC is an SEC-registered investment advisory firm in Dallas, TX managing $3.0B across 468 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.0B
Client accounts
468
Advisory staff
8
Fee model
Fee-only
How Nfj Investment Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Nfj Investment Group, LLC
How much does Nfj Investment Group, LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Nfj Investment Group, LLC reports $3.0B in regulatory assets under management across roughly 468 client accounts.
How does Nfj Investment Group, LLC charge?
Nfj Investment Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Nfj Investment Group, LLC a fiduciary?
Yes. Nfj Investment Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #310902), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Nfj Investment Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Nfj Investment Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Nfj Investment Group, LLC's public SEC Form ADV filing (CRD #310902, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Nfj Investment Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Nfj Investment Group, LLC? Claim this profile.