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

2005 Market Street, Philadelphia, PA, 19103-7098

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 →
Other Business Activities

Garrett was the owner of Goggin Moving, El Fuego, and Oakmant National Pub, but these activities were terminated in April 2015. Currently, Garrett's brother runs Oakmant National Pub, and Garrett spends minimal time on it.

Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 9 mos
Delaware Distributors, L.P.
November 2011 - Present · 14 yrs 2 mos
Delaware Distributors, L.P.Broker
November 2011 - Present · 14 yrs 2 mos
Previous Registrations
Delaware Capital Management Advisers, INC
January 2012 - April 2020 · 8 yrs 3 mos
State Registrations5 states
CAHINVORPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.