Nomad Fintech Inc

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Assets, Funds, Holdings

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Nomad Fintech Inc
CRD #307764
SEC #801-118287
CIK #
AUM $215.0 MM (2024-05-08)
Employees 53 (42% Investors, 0% Brokers)
Phone888-998-2261
Address873 El Camino Real
Menlo Park, CA 94025
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 99,400 215.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 99,400 215.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 99,400 215.0
Total 99,400 215.0
By Non-United States Persons
Non-United States Persons 215.0
United States Persons 0.0
Total 99,400 215.0
Comparable Firms State AUM ($BB)
Krane Financial Solutions LLC
CA 0.2
Stonebridge Financial Planning Group LLC
FL 0.2
Vital Wealth Management LLC
IL 0.2
Monumental Financial Group Inc
MD 0.2
Chronim Investments Inc
TX 0.2
Trunorth Financial Services Inc
PA 0.2
Law & Associates Inc
MD 0.2
Portsmouth-Smartlife Financial Group LLC
CT 0.2
Welch Investment Group LLC
OR 0.2
Ramiah Investment Group Inc
WI 0.2
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