Nationwide Fund Advisors is a large advisory firm based in Columbus. It manages $70.76 billion of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2007.
Nationwide Fund Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nationwide Fund Advisors is $70.76 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 160% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nationwide Fund Advisors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Stephen Timothy Grugeon is investment companies with 109 clients and $70.38 billion of assets under management. Among the 6 most similar advisory firms, Nationwide Fund Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $70.76 billion for 110 clients. None of the firm’s clients are foreign persons or businesses.
Nationwide Fund Advisors doesn't advise any private funds.
The company employs 165 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Stephen Timothy Grugeon has been acting as President since 1 Jan 2008. Christopher Charlton Graham has served as the Chief Investment Officer since 1 Aug 2016. Thomas Patrick Reed joined the executive team most recently as the Vice President Finance.
The principal office where Nationwide Fund Advisors performs its advisory services is located at 10 West Nationwide Blvd, Columbus, OH 43215 The mailing address of the firm is One Nationwide Plaza, Columbus, OH 43215. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-435-5787. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at nationwide.com/mutualfunds and its LinkedIn profile.