Chad Benjamin Friedman

CFP · ChFC

Nations Financial Group, INC.

17 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Nations Financial Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

94 advisors

Number of Clients

5,401 clients

Average Client Portfolio

$716K average

Assets Under Management

$3.9B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1055 Westlakes Dr, Ste 305, Berwyn, PA, 19312

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Chad has a 38% ownership stake in Friedman Financial LLC since 2016, dedicating full-time hours to the firm. Eight of those hours occur during trading hours, and the firm is involved in financial practice.