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
February 2023 - Present · 2 yrs 11 mos
Delaware Distributors, L.P.Broker
February 2023 - Present · 2 yrs 11 mos
Delaware Distributors, L.P.
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Hartford Funds Distributors, LLCBroker
October 2022 - January 2023 · 3 mos
Hartford Funds
October 2022 - January 2023 · 3 mos
Macquarie Investment Management Business Trust
April 2020 - October 2022 · 2 yrs 6 mos
Delaware Distributors, L.P.Broker
July 2014 - October 2022 · 8 yrs 3 mos
Delaware Capital Management Advisers, INC
July 2014 - April 2020 · 5 yrs 9 mos
Advisors Asset Management, INC. Broker
January 2011 - July 2014 · 3 yrs 6 mos
Advisors Asset Management, INC.
January 2011 - July 2014 · 3 yrs 6 mos
Goldman, Sachs & CO. Broker
December 2009 - January 2011 · 1 yr 1 mo
Riversource Fund Distributors, INC.Broker
January 2009 - December 2009 · 11 mos
Riversource Investments
November 2008 - December 2009 · 1 yr 1 mo
Riversource Distributors, INC.Broker
March 2007 - January 2009 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2005 - February 2007 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2005 - February 2007 · 1 yr 11 mos
State Registrations5 states
MNNDPASDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.