NATIONWIDE ASSET MANAGEMENT, LLC
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
FINTRXOverview
Nationwide Asset Management, LLC is an institutional-focused investment adviser that leans into fixed-income management while offering broader portfolio services for pooled vehicles, investment companies and institutional pension clients. The firm acts as a discretionary manager across the majority of its assets and provides pension consulting in addition to portfolio management for businesses and institutions. Its stated business activities and affiliations indicate relationships with broker-dealers, banks, insurance companies and pooled vehicle sponsorship, which points to a mix of delegated portfolio management and coordinated service delivery with other financial intermediaries. Investment preferences tilt toward investment-grade fixed income: the firm reports a preference for investment-grade corporate bonds and manages sizeable separate account and pooled-product exposures. Fee arrangements include percentage-of-AUM billing alongside other fee structures, consistent with typical institutional mandates and sub-advisory relationships. Nationwide Asset Management does not identify as an active ESG investor and is not classified as a multi-state adviser in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds42%
- US Government Bonds21%
- Other15%
- Private Funds13%
- Cash & Cash Equivalents7%
Contacts
3 of 4ALLISON Milliken
Director of ComplianceCRD 5343445
JOEL COLEMAN
PresidentCRD 3175167
JILL PHLEGAR
Vice President and ManagerCRD 2955415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$24.1M in ETFs
100%
$24.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI ETF (ACWI) | BlackRock | Passive | Global Large Stock Blend | $18.1M | 195,940 | 75.38% |
Location
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 1 Nationwide Plz
- Time zone
- ET (UTC-5)
- Office locations
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