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
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Advisor Information

Office location

Denver, CO

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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.

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Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 9 mos
Delaware Distributors, L.P.Broker
January 2010 - Present · 16 yrs
Delaware Distributors, L.P.
January 2010 - Present · 16 yrs
Previous Registrations
Delaware Capital Management Advisers, INC
January 2010 - April 2020 · 10 yrs 3 mos
Lincoln Financial Distributors, INC.Broker
October 2007 - December 2009 · 2 yrs 2 mos
Lincoln Financial Distributors, INC.
October 2007 - December 2009 · 2 yrs 2 mos
UBS Financial Services INC.
October 2000 - October 2007 · 7 yrs
UBS Financial Services INC. Broker
November 1999 - October 2007 · 7 yrs 11 mos
State Registrations5 states
AZCOPAUTWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.