NFJ INVESTMENT GROUP, LLC
CRD #310902 SEC #801-119686 DALLAS, TX 214-754-1780
SEC Registered
Total AUM
$3.4B
Discretionary
$3.4B
Employees
10
Clients
--
Accounts
739
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.4B | $3.4B | $0 | 10 | 24 |
| Sep 2024 | $4.2B | $4.2B | $30.8M | 12 | 0 |
| Sep 2024 | $4.2B | $4.2B | $30.8M | 12 | 0 |
| Mar 2024 | $4.2B | $4.2B | $30.8M | 12 | 0 |
| Nov 2023 | $4.3B | $4.3B | $29.5M | 12 | 0 |
| Jun 2023 | $4.3B | $4.3B | $29.5M | 12 | 0 |
| Mar 2023 | $4.3B | $4.3B | $29.5M | 12 | 0 |
| Aug 2022 | $5.9B | $5.9B | $36.9M | 12 | 0 |
| Mar 2022 | $5.9B | $5.9B | $36.9M | 12 | 0 |
| Mar 2021 | $5.4B | $5.4B | $56.5M | 10 | 0 |
| Nov 2020 | $0 | $0 | $0 | 15 | 0 |
| Sep 2020 | $0 | $0 | $0 | 0 | 0 |
DateMar 2025
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees10
Clients24
DateSep 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$30.8M
Employees12
Clients0
DateSep 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$30.8M
Employees12
Clients0
DateMar 2024
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$30.8M
Employees12
Clients0
DateNov 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$29.5M
Employees12
Clients0
DateJun 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$29.5M
Employees12
Clients0
DateMar 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$29.5M
Employees12
Clients0
DateAug 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$36.9M
Employees12
Clients0
DateMar 2022
Total AUM$5.9B
Discretionary$5.9B
Non-Disc.$36.9M
Employees12
Clients0
DateMar 2021
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$56.5M
Employees10
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees0
Clients0