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

610 Market Street, Philadelphia, PA, 19106

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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.
October 2018 - Present · 7 yrs 3 mos
Delaware Distributors, L.P.Broker
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Delaware Capital Management Advisers, INC
October 2018 - April 2020 · 1 yr 6 mos
Blackrock Investments, LLCBroker
September 2006 - October 2018 · 12 yrs 1 mo
Blackrock Investment Management, LLC
September 2006 - October 2018 · 12 yrs 1 mo
Merrill Lynch Investment Managers LP
May 2005 - September 2006 · 1 yr 4 mos
Fam Distributors, INC.Broker
May 2005 - September 2006 · 1 yr 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2002 - May 2005 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2001 - May 2005 · 4 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.