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Nfj Investment Group (Dallas)


Nfj Investment Group is a large advisory firm based in Dallas. It manages $1.91 billion of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Nfj Investment Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nfj Investment Group: assets under management

The assets under management (AUM) of Nfj Investment Group is $1.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.73 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nfj Investment Group for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 19 indirect owners.

Name Entity Date acquired Ownership Employer ID
Allianz Paclife Partners Llc General partner 1 May 2000 25% - 50% 33-0915825
Pimco Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Asset Management Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Of America Inc Member 1 May 2000 75% - 100% 107032
Allianz Ag Stockholder 1 May 2000 75% - 100% 00-0000000
Pimco Advisors Holdings L.P. Unitholder 1 May 2000 25% - 50% 13-3412614
Holdings Lp General Partner Llc General partner 1 May 2000 75% - 100% 00-0000000
Inc. Pacific Financial Products Unitholder 1 May 2000 25% - 50% 04-3092764
Pacific Life Insurance Company Member 1 May 2000 75% - 100% 95-1079000
Pacific Asset Management Llc Member 1 May 2000 50% - 75% 33-1079000
Pacific Mutual Holding Company Sole stockholder 1 May 2000 75% - 100% 33-0769202
Adam U.S. Holding Llc Managing member 1 May 2000 25% - 50% 95-1079000
Allianz Dresdner Asset Management Of America Llc Member 1 May 2000 75% - 100% 06-1605361
Allianz Gp Sub Llc Member 1 May 2000 50% - 75% 06-1586816
Allianz Of America Inc. Member 1 May 2000 75% - 100% 00-0000000
Munchener Ruckversicherungs Gesellschaft Ag Stockholder 1 Jul 2001 25% - 50% 00-0000000
Allianz Dresdner Asset Management Of America L.P. Member 1 Jul 2001 75% - 100% 06-1605361
Allianz Dresdner Asset Management U.S. Equities Llc Stockholder 1 Jul 2001 75% - 100% 01-0645160
Allianz Dresdner Asset Management Of America Llc Unitholder 1 Jan 2002 25% - 50% 06-1605361

Based in Dallas

The principal office where Nfj Investment Group performs its advisory services is located at 2121 San Jacinto, Ste 1840, Dallas, TX 75201 The mailing address of the firm is 888 San Clemente Drive, Newport Beach, CA 92660. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number (214) 754-1780 or by fax (214) 754-1798. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.pimcoadvisors.com/nfj.asp.


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