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Building 2NICOLA WEALTH MANAGEMENT LTD.

Map pinVANCOUVER
Phone604-739-6450
NotebookSEC #801-119288
Total AUM
$11B
Employees
531
Clients
6,718

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1508 WEST BROADWAY
5TH FLOOR
VANCOUVER
V6J1W8
Canada
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
604-739-6450
Other Offices
6

ReceiptFinancials

Total AUM
$11B
Accounts
27,753
Discretionary
$10.8B
Accounts
27,529
Non-Discretionary
$211M
Accounts
224

ContactClients

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Individual Clients
3,569
AUM
$1.1B
HNW Individual Clients
2,378
AUM
$9.1B
Charitable Organization Clients
650
AUM
$479.5M
Corporation or Business Clients
121
AUM
$406.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ECONOMIC, MARKET AND ASSET CLASS PERFORMANCE UPDATES TO CLIENTS AND THE PUBLIC, VIA IN PERSON PRESENTATIONS AND PODCASTS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CANYTXWA

HandshakeAffiliates

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Affiliates
Reported 35 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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