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Nwd Management & Research Trust (Conshohocken)


Nwd Management & Research Trust is a large advisory firm based in Conshohocken. It manages $3.22 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2007.

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Nwd Management & Research Trust provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nwd Management & Research Trust: assets under management

The assets under management (AUM) of Nwd Management & Research Trust is $3.22 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nwd Management & Research Trust for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Nationwide Mutual Insurance Company Shareholder 1 May 2000 75% - 100% 31-4177100

Based in Conshohocken

The principal office where Nwd Management & Research Trust performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 484-530-1300 or by fax 484-530-1323. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.nwdinvestments.com.


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