|
⚲
|
| Nomad Fintech Inc
✚
|
|
|---|---|
| CRD # | 307764 |
| SEC # | 801-118287 |
| CIK # | |
| AUM | $448.6 M (2025-06-12) |
| Employees | 53 (42% Investors, 6% Brokers) |
| Phone | 888-998-2261 |
| Address | 873 El Camino Real Menlo Park, CA 94025 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237,362 | 448.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 237,362 | 448.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 237,362 | 448.6 |
| Total | 237,362 | 448.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 448.6 | |
| United States Persons | 0.0 | |
| Total | 237,362 | 448.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The GenWealth Group Inc
✚
|
NJ | 0.5 |
|
Benedict Financial Advisors Inc
✚
|
GA | 0.5 |
|
F&V Capital Management LLC
✚
|
FL | 0.5 |
|
SGH Wealth Management
✚
|
MI | 0.5 |
|
Financial & Tax Architects LLC
✚
|
MO | 0.4 |
|
NCM Capital Management LLC
✚
|
NJ | 0.4 |
|
Shoker Investment Counsel Inc
✚
|
0.4 | |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
SOWA Financial Group Inc
✚
|
RI | 0.4 |
|
Mustard Seed Financial LLC
✚
|
AR | 0.4 |