Overview
Assets Under Management: $449 million
Headquarters: MENLO PARK, CA
Frequently Asked Questions
NOMAD FINTECH INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307764), NOMAD FINTECH INC is subject to fiduciary duty under federal law.
NOMAD FINTECH INC is headquartered in MENLO PARK, CA.
According to their SEC Form ADV, NOMAD FINTECH INC offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
NOMAD FINTECH INC manages $449 million in client assets according to their SEC filing dated June 12, 2025.
According to their SEC Form ADV, NOMAD FINTECH INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Total Client Accounts: 237,362
Non-Discretionary Accounts: 237,362
Regulatory Filings
CRD Number: 307764
Filing ID: 1997573
Last Filing Date: 2025-06-12 13:06:00
Website: https://nomadinvest.com