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Building 2NICHOLSON WEALTH MANAGEMENT GROUP

Map pinCHARLESTON, SC
Phone843-790-2625
NotebookSEC #801-128554
Total AUM
$322M
Employees
4
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 N. ADGERS WHARF
CHARLESTON
SC 29401
United States
Operating Hours
9:00 TO 4:30
Monday - Friday
Phone
843-790-2625

ReceiptFinancials

Total AUM
$322M
Accounts
543
Discretionary
$322M
Accounts
543
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$43.6M
HNW Individual Clients
82
AUM
$253.4M
Pension/Profit Sharing Plan Clients
1
AUM
$11.9M
Charitable Organization Clients
1
AUM
$316.6K
Corporation or Business Clients
1
AUM
$12.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTX

HandshakeAffiliates

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

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