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Building 2J. MARK NICKELL & CO.

Map pinBRENTWOOD, TN
Phone615-371-6622
NotebookSEC #801-121304
Total AUM
$146.4M
Employees
3
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WESTWOOD PLACE
SUITE 330
BRENTWOOD
TN 37027
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
615-371-6622

ReceiptFinancials

Total AUM
$146.4M
Accounts
174
Discretionary
$138.1M
Accounts
153
Non-Discretionary
$8.3M
Accounts
21

ContactClients

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Individual Clients
6
AUM
$3.6M
HNW Individual Clients
43
AUM
$130.2M
Corporation or Business Clients
1
AUM
$3.4K
Other Clients
1
AUM
$12.6M
Description of Other Clients
2 FAMILY INVESTMENT LLC'S

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TN

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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