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| Keyboard |
| Nations Financial Group Inc
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|---|---|
| CRD # | 44181 |
| SEC # | 801-57407 |
| CIK # | |
| AUM | 4,771.5 M (2026-03-18) |
| Employees | 94 (86% Investors, 84% Brokers) |
| Phone | 319-393-9541 |
| Address | 3925 Fountains Blvd NE Cedar Rapids, IA 52411 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,900 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,625 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 0.0 |
| (h) Charitable organizations | 16 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 10,535 | 4.8 |
| By Discretionary | ||
| Discretionary | 8,041 | 3.7 |
| Non-Discretionary | 2,494 | 1.1 |
| Total | 10,535 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 10,535 | 4.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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|
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NJ | 4,734.9 M |
|
Symmetry Partners LLC
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CT | 4,730.6 M |
|
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