# NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT GROUP, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 310902
- Type: SEC-registered investment adviser
- SEC file number: 801-119686
- Location: 2100 ROSS AVENUE, SUITE 700, DALLAS, TX, 75201
- Phone: 214-754-1780
- Latest filing: 2026-03-20
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 9
- Accounts: 468

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| George Robert Aylward | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Andra Cynthia Purkalitis | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| Michael Aaron Angerthal | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| Richard William Smirl | EXECUTIVE VICE PRESIDENT | — |
| Matthew B Carney | CHIEF COMPLIANCE OFFICER | — |
| John Reid Mowrey | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| SMIRL RICHARD WILLIAM | EXECUTIVE VICE PRESIDENT | — |
| ALMANZA PATTI SUE | CHIEF COMPLIANCE OFFICER | — |
| HILLS WENDY JACQUELINE | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | — |
| ROSSON JOSIE CLEMONS | CHIEF COMPLIANCE OFFICER | — |
| PURKALITIS ANDRA CYNTHIA | EXECUTIVE VICE PRESIDENT AND CHIEF LEGAL OFFICER | — |
| AYLWARD GEORGE ROBERT | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| ANGERTHAL MICHAEL AARON | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| CARNEY MATTHEW B | CHIEF COMPLIANCE OFFICER | — |
| MOWREY JOHN REID | EXECUTIVE MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310902/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310902/similar
- Related entities: https://search.stillhousedata.com/firm/310902/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310902

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.