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NATIONS FINANCIAL GROUP, INC.

SEC Form ADV profile.

Total regulatory AUM
$4,771,466,316
Discretionary
$3,704,038,329
Non-discretionary
$1,067,427,987

Firm details

CRD number
44181
SEC file number
801-57407
Main office
CEDAR RAPIDS, IA, United States
Employees
94
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.