1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NICOLET WEALTH MANAGEMENT

Map pinGREEN BAY, WI
Phone920-430-1400
NotebookSEC #801-108012
Total AUM
$4.3B
Employees
75
Clients
3,851

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 N. WASHINGTON STREET
GREEN BAY
WI 54301
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
920-430-1400
Other Offices
13

ReceiptFinancials

Total AUM
$4.3B
Accounts
9,812
Discretionary
$4.3B
Accounts
9,811
Non-Discretionary
$1.6M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
3,179
AUM
$740.8M
HNW Individual Clients
612
AUM
$2.1B
Banking Clients
1
AUM
$1.4B
Charitable Organization Clients
17
AUM
$16.8M
Government Entity Clients
1
AUM
$12.8M
Corporation or Business Clients
41
AUM
$81.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIAILINMIMNMTNCOHSCTNTXUTWAWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account