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| Happy Holidays!! thanks for using AUM13F!! |
| Nations Financial Group Inc
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|---|---|
| CRD # | 44181 |
| SEC # | 801-57407 |
| CIK # | |
| AUM | $3.9 B (2025-03-31) |
| Employees | 87 (100% Investors, 98% Brokers) |
| Phone | 319-393-9541 |
| Address | 3925 Fountains Blvd NE Cedar Rapids, IA 52411 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,324 | 1.7 |
| (b) Individuals (high net worth individuals) | 1,032 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 0.0 |
| (h) Charitable organizations | 17 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,822 | 3.9 |
| By Discretionary | ||
| Discretionary | 7,102 | 2.9 |
| Non-Discretionary | 2,720 | 1.0 |
| Total | 9,822 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 9,822 | 3.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bragg Financial Advisors Inc
✚
|
NC | 3.9 |
|
Systematic Financial Management LP
✚
|
NJ | 3.9 |
|
Argent Capital Management LLC
✚
|
MO | 3.9 |
|
Crossingbridge Advisors LLC
✚
|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
✚
|
CA | 3.9 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 3.9 |
|
ZWJ Investment Counsel Inc
✚
|
GA | 3.9 |
|
Nicolet Advisory Services LLC
✚
|
WI | 3.8 |
|
Salem Investment Counselors Inc
✚
|
NC | 3.8 |
|
Nordwand Advisors LLC
✚
|
PA | 3.8 |