Nationwide Asset Management, LLC

RIASEC RegisteredEst. 2007

Total AUM

$15.2B

Discretionary

$15.1B

99% of AUM

Avg account

$1.2B

Accounts

Employees

212

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 143668
Registered since: June 20, 2007
Custodians: THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Other
Client types: Pooled Investment Vehicles37.63%
Insurance Companies30.21%
Pension & Profit Sharing Plans27.47%
Investment Companies2.8%
Banking / Thrift Institutions0.74%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Nationwide Asset Management, LLC is an institutional registered investment adviser that provides portfolio management to investment companies, pooled vehicles, businesses and institutions, and offers pension consulting services. The firm bills clients primarily as a percentage of assets under management, with other fee arrangements also used. Founded as an SEC-registered adviser in 2007, Nationwide Asset Management serves institutional clients and is affiliated with activities common to custodial, insurance and sponsor roles; it also acts as a sponsor/GP/managing member of pooled investment vehicles. The firm is not a multi-state or newly formed adviser and does not self-identify as an active ESG investor.