RIA Intel›Advisers›Texas›NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT GROUP, LLC

Institutional

N·DALLAS, TX

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$3.0B
1-Year AUM Growth
-2.1%
3-Year CAGR
-7.0%
Employees
8
Assets Under Management
Total AUM$3.0B
Discretionary AUM$3.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients738
Team
Total Employees8
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingSep 23, 2020
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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