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Building 2NICHOLAS CO INC

Map pinMILWAUKEE, WI
Phone414-272-4650
NotebookSEC #801-4658
Total AUM
$6.1B
Employees
16
Clients
13

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 E. WISCONSIN AVE.
STE 2100
MILWAUKEE
WI 53202-4467
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
414-272-4650

ReceiptFinancials

Total AUM
$6.1B
Accounts
13
Discretionary
$6.1B
Accounts
13
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
3
AUM
$8.2M
Investment Company Clients
4
AUM
$6B
Charitable Organization Clients
5
AUM
$19.4M
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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