Large Firm

NISA INVESTMENT ADVISORS, LLC

7676 Forsyth Blvd Suite 1100, St. Louis MO 63105-4141

(314) 721-1900

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $306,242,186,324.00
Number of Accounts This is the total number of open accounts the firm has under management.: 282
Number of Employees This is the total number of employees that work at the firm.: 390
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 194

Information about the services offered and fee structure.

Services: Portfolio ManagementPooled Investment ManagementBusiness Investment Management
Fee Structure: Percentage of Assets Under ManagementFixed FeeOther
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity
Use of Broker-Dealer
Commission Rate

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 14
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $55,077,090.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 210
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 210
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $6,243,467,918.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 7
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $4,098,842,189.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 3%