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Building 2NICHOLS & PRATT ADVISERS LLP

Map pinBOSTON, MA
Phone617-523-6800
NotebookSEC #801-47618
Total AUM
$2.4B
Employees
20
Clients
107

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CONGRESS STREET, SUITE 832
BOSTON
MA 02109-4002
United States
Operating Hours
9-5
Monday - Friday
Phone
617-523-6800

ReceiptFinancials

Total AUM
$2.4B
Accounts
642
Discretionary
$2.2B
Accounts
562
Non-Discretionary
$249.2M
Accounts
80

ContactClients

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Individual Clients
21
AUM
$21.8M
HNW Individual Clients
85
AUM
$2.2B
Other Clients
1
AUM
$232.5M
Description of Other Clients
TRUST COMPANY, LAW FIRM

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF INCOME COLLECTED

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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