Nordwand Advisors
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 322936
- Registered since
- September 2, 2022
- Website
- nordwandcapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.4%
- Charitable Organizations30.55%
- Individuals0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nordwand Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Nordwand operates as a capital allocator and reports being an active ESG investor. Its client billing uses both percentage-of-AUM and fixed-fee arrangements.
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
- Cash & Cash Equivalents42%
- Exchange Traded Equities38%
- Private Funds14%
- Public Funds/Mutual Funds3%
- Other3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$91.8M in ETFs
89%
$81.6M
10%
$10.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $30.6M | 86,951 | 33.32% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 150 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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