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Building 2SAFFORD NICHOLAS H & CO INC

Map pinROCKPORT, MA
Phone978-546-2462
NotebookSEC #801-19482
Total AUM
$1.8B
Employees
8
Clients
158

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 CLEAVES STREET
ROCKPORT
MA 01966-1520
United States
Operating Hours
9AM TO 5 PM
Monday - Friday
Phone
978-546-2462

ReceiptFinancials

Total AUM
$1.8B
Accounts
155
Discretionary
$69.5M
Accounts
7
Non-Discretionary
$1.7B
Accounts
148

ContactClients

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Individual Clients
19
AUM
$7.4M
HNW Individual Clients
136
AUM
$1.8B
Charitable Organization Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER OTHER INVESTMENT ADVISERS' MANAGEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMAMEVA

HandshakeAffiliates

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

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