Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Minimum Investment:$25M

NIMBT's fees vary based on the service provided and are subject to negotiation. Fees are generally based on a percentage of assets under management and may be subject to a minimum charge. Clients will incur brokerage fees and other costs associated with their accounts. Advisory services provided to high-net-worth individuals are provided at fee rates that correspond to those outlined for institutional clients in Appendix A.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

610 Market Street, L7, Philadelphia, PA, 19106

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 9 mos
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs
Previous Registrations
Delaware Capital Management Advisers, INC
July 2010 - April 2020 · 9 yrs 9 mos
Lincoln Financial Distributors, INC.
March 2007 - December 2009 · 2 yrs 9 mos
Lincoln Financial Distributors, INC.Broker
August 2006 - December 2009 · 3 yrs 4 mos
Tower Square Securities, INC.Broker
September 2003 - April 2005 · 1 yr 7 mos
Planco Financial Services, INC.Broker
June 2002 - July 2003 · 1 yr 1 mo
Nike Securities L.P.Broker
August 1997 - May 2002 · 4 yrs 9 mos
State Registrations3 states
ALFLPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.