Overview
Assets Under Management: $15.7 billion
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 335
Average Client Assets: $47 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 335
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.78
Average High-Net-Worth Client Assets: $47 million
Total Client Accounts: 270,365
Discretionary Accounts: 270,365
Regulatory Filings
CRD Number: 142373
Filing ID: 1999485
Last Filing Date: 2025-07-08 15:21:00
Website: https://nationwide.com