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They include 848 individual clients, 345 high-net-worth individuals and 15 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ni Acquisitions offer?","answer":"Ni Acquisitions provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ni Acquisitions charge?","answer":"Ni Acquisitions charges 0.50%–1.25% a year for its Investment management services. Each asset band is charged at its own rate. The fee is billed in advance or in arrears and is negotiable.","source":"BODEN WEALTH ADV PART 2A 3-10-2026, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ni Acquisitions use?","answer":"Ni Acquisitions’ separately managed account assets are held at SEI Private Trust Co. (Oaks, PA), with $581M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ni Acquisitions have?","answer":"Ni Acquisitions has 5 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ni Acquisitions invest in?","answer":"At the end of its last fiscal year, Ni Acquisitions’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 2% state and local bonds and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ni Acquisitions?","answer":"Ni Acquisitions’ direct owners are Nathan Imboden (75% or more) and Andrew Otto (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 7 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ni Acquisitions get paid?","answer":"Ni Acquisitions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Ni Acquisitions registered with the SEC?","answer":"Yes, Ni Acquisitions has been registered with the SEC as an investment adviser since 9 April 2026. Its CRD number is 340590 and its SEC file number is 801-135817.","source":"Form ADV Part 1A, Item 1, filed 7 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Ni Acquisitions?","answer":"Ni Acquisitions’ main office is at 1027 Mumma Road, Lemoyne, PA 17043. Its phone number is 717-657-8878. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}