NFJ INVESTMENT GROUP LLC
CRD #106281 SEC #801-47940 DALLAS, TX (214) 754-1780
SEC Registered
Total AUM
$19.7B
Discretionary
$15.6B
Employees
21
Clients
0
Accounts
68
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $19.7B | $15.6B | $4.2B | 21 | 26 |
| Jan 2017 | $28.9B | $25.4B | $3.5B | 20 | 26 |
| Jan 2017 | $28.9B | $25.4B | $3.5B | 20 | 26 |
| Jun 2016 | $28.9B | $25.4B | $3.5B | 20 | 26 |
| Apr 2016 | $28.9B | $25.4B | $3.5B | 20 | 26 |
| Mar 2016 | $28.9B | $25.4B | $3.5B | 20 | 26 |
| Jan 2016 | $30.3B | $30.3B | $0 | 41 | 26 |
| Apr 2015 | $30.3B | $30.3B | $0 | 41 | 26 |
| Jan 2015 | $32.8B | $32.8B | $0 | 43 | 26 |
| Jul 2014 | $32.8B | $32.8B | $0 | 43 | 26 |
| May 2014 | $32.8B | $32.8B | $0 | 43 | 26 |
| Mar 2014 | $32.8B | $32.8B | $0 | 43 | 26 |
| Aug 2013 | $27.3B | $27.3B | $0 | 44 | 26 |
| Apr 2013 | $27.3B | $27.3B | $0 | 44 | 26 |
| Mar 2013 | $27.3B | $27.3B | $0 | 44 | 26 |
| Feb 2013 | $25B | $25B | $0 | 44 | 26 |
| Feb 2013 | $25B | $25B | $0 | 44 | 26 |
| Jan 2013 | $25B | $25B | $0 | 44 | 26 |
| Jan 2013 | $25B | $25B | $0 | 44 | 26 |
| Jul 2012 | $25B | $25B | $0 | 11 | 26 |
| Mar 2012 | $25B | $25B | $0 | 11 | 26 |
| Dec 2011 | $35.9B | $26.2B | $9.7B | 11 | 26 |
| Aug 2011 | $35.9B | $26.2B | $9.7B | -- | -- |
| Jun 2011 | $35.9B | $26.2B | $9.7B | -- | -- |
| Mar 2011 | $35.9B | $26.2B | $9.7B | -- | -- |
| Dec 2010 | $30B | $20.6B | $9.4B | -- | -- |
| Dec 2010 | $30B | $20.6B | $9.4B | -- | -- |
| Mar 2010 | $30B | $20.6B | $9.4B | -- | -- |
| Jul 2009 | $26.4B | $16.1B | $10.3B | -- | -- |
| Mar 2009 | $26.4B | $16.1B | $10.3B | -- | -- |
| Jan 2008 | $33.8B | $16B | $17.8B | -- | -- |
| Jan 2008 | $33.8B | $16B | $17.8B | -- | -- |
| Apr 2007 | $33.8B | $16B | $17.8B | -- | -- |
| Mar 2007 | $33.8B | $16B | $17.8B | -- | -- |
| Feb 2007 | $22.1B | $10B | $12.1B | -- | -- |
| Dec 2006 | $22.1B | $10B | $12.1B | -- | -- |
| Jun 2004 | $5.1B | $4.1B | $987M | -- | -- |
| Mar 2004 | $5.1B | $4.1B | $987M | -- | -- |
| Mar 2002 | $1.5B | $1.5B | $0 | -- | -- |
| Oct 2001 | $1.3B | $1.3B | $0 | -- | -- |
DateMar 2017
Total AUM$19.7B
Discretionary$15.6B
Non-Disc.$4.2B
Employees21
Clients26
DateJan 2017
Total AUM$28.9B
Discretionary$25.4B
Non-Disc.$3.5B
Employees20
Clients26
DateJan 2017
Total AUM$28.9B
Discretionary$25.4B
Non-Disc.$3.5B
Employees20
Clients26
DateJun 2016
Total AUM$28.9B
Discretionary$25.4B
Non-Disc.$3.5B
Employees20
Clients26
DateApr 2016
Total AUM$28.9B
Discretionary$25.4B
Non-Disc.$3.5B
Employees20
Clients26
DateMar 2016
Total AUM$28.9B
Discretionary$25.4B
Non-Disc.$3.5B
Employees20
Clients26
DateJan 2016
Total AUM$30.3B
Discretionary$30.3B
Non-Disc.$0
Employees41
Clients26
DateApr 2015
Total AUM$30.3B
Discretionary$30.3B
Non-Disc.$0
Employees41
Clients26
DateJan 2015
Total AUM$32.8B
Discretionary$32.8B
Non-Disc.$0
Employees43
Clients26
DateJul 2014
Total AUM$32.8B
Discretionary$32.8B
Non-Disc.$0
Employees43
Clients26
DateMay 2014
Total AUM$32.8B
Discretionary$32.8B
Non-Disc.$0
Employees43
Clients26
DateMar 2014
Total AUM$32.8B
Discretionary$32.8B
Non-Disc.$0
Employees43
Clients26
DateAug 2013
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees44
Clients26
DateApr 2013
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees44
Clients26
DateMar 2013
Total AUM$27.3B
Discretionary$27.3B
Non-Disc.$0
Employees44
Clients26
DateFeb 2013
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees44
Clients26
DateFeb 2013
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees44
Clients26
DateJan 2013
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees44
Clients26
DateJan 2013
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees44
Clients26
DateJul 2012
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$25B
Discretionary$25B
Non-Disc.$0
Employees11
Clients26
DateDec 2011
Total AUM$35.9B
Discretionary$26.2B
Non-Disc.$9.7B
Employees11
Clients26
DateAug 2011
Total AUM$35.9B
Discretionary$26.2B
Non-Disc.$9.7B
Employees--
Clients--
DateJun 2011
Total AUM$35.9B
Discretionary$26.2B
Non-Disc.$9.7B
Employees--
Clients--
DateMar 2011
Total AUM$35.9B
Discretionary$26.2B
Non-Disc.$9.7B
Employees--
Clients--
DateDec 2010
Total AUM$30B
Discretionary$20.6B
Non-Disc.$9.4B
Employees--
Clients--
DateDec 2010
Total AUM$30B
Discretionary$20.6B
Non-Disc.$9.4B
Employees--
Clients--
DateMar 2010
Total AUM$30B
Discretionary$20.6B
Non-Disc.$9.4B
Employees--
Clients--
DateJul 2009
Total AUM$26.4B
Discretionary$16.1B
Non-Disc.$10.3B
Employees--
Clients--
DateMar 2009
Total AUM$26.4B
Discretionary$16.1B
Non-Disc.$10.3B
Employees--
Clients--
DateJan 2008
Total AUM$33.8B
Discretionary$16B
Non-Disc.$17.8B
Employees--
Clients--
DateJan 2008
Total AUM$33.8B
Discretionary$16B
Non-Disc.$17.8B
Employees--
Clients--
DateApr 2007
Total AUM$33.8B
Discretionary$16B
Non-Disc.$17.8B
Employees--
Clients--
DateMar 2007
Total AUM$33.8B
Discretionary$16B
Non-Disc.$17.8B
Employees--
Clients--
DateFeb 2007
Total AUM$22.1B
Discretionary$10B
Non-Disc.$12.1B
Employees--
Clients--
DateDec 2006
Total AUM$22.1B
Discretionary$10B
Non-Disc.$12.1B
Employees--
Clients--
DateJun 2004
Total AUM$5.1B
Discretionary$4.1B
Non-Disc.$987M
Employees--
Clients--
DateMar 2004
Total AUM$5.1B
Discretionary$4.1B
Non-Disc.$987M
Employees--
Clients--
DateMar 2002
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--