Nordwand Advisors

Nordwand Advisors (CRD# 322936) is a financial advisory firm headquartered in Radnor, PA. They manage $4,146,519,499 in 78 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,147
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $53,160,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MA, NJ, NY, PA

Financial Advisors at Nordwand Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Theodore W. Brooks
CRD#: 2860908
150 N. Radnor Chester Rd, Suite A270, Radnor, PA 19087

Theodore Brooks (CRD# 2860908) is an Investment Advisor Representative working at Nordwand Advisors in Radnor, PA and has over 25 years of experience in the finance industry.

2
Lisa Dimter
CRD#: 2985154
150 N. Radnor Chester Rd, Suite A270, Radnor, PA 19087

Lisa Dimter (CRD# 2985154) is an Investment Advisor Representative working at Nordwand Advisors in Radnor, PA and has over 25 years of experience in the finance industry.

3
Connor D. Martin
CRD#: 7651891
Boston, MA

Connor Martin (CRD# 7651891) is an Investment Advisor Representative working at Nordwand Advisors in Boston, MA and has 1 year of experience in the finance industry.

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