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| Keyboard |
| Nomad Fintech Inc
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|---|---|
| CRD # | 307764 |
| SEC # | 801-118287 |
| CIK # | |
| AUM | 448.6 M (2026-01-09) |
| Employees | 53 (42% Investors, 6% Brokers) |
| Phone | 888-998-2261 |
| Address | 4951 International Drive Orlando, FL 32819 |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Asset Advisory Group Inc
✚
|
NJ | 479.5 M |
|
Allgen Financial Advisors Inc
✚
|
FL | 475.2 M |
|
Widmann Financial Services Inc
✚
|
MD | 466.8 M |
|
Envision Financial Planning LLC
✚
|
TN | 462.5 M |
|
Capital Square LLC
✚
|
TN | 449.9 M |
|
Mustard Seed Financial LLC
✚
|
AR | 449.4 M |
|
Moneywise Inc
✚
|
VA | 449.2 M |
|
ETF Portfolio Partners Inc
✚
|
KS | 431.1 M |
|
SWMG LLC
✚
|
TX | 430.4 M |
|
RW Roge & Company Inc
✚
|
NY | 419.5 M |