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Building 2NICHOLS ASSET MANAGEMENT LLC

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Phone978-440-8741
NotebookSEC #801-50360
Total AUM
$159.2M
Employees
2
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:00
Monday - Friday
Phone
978-440-8741

ReceiptFinancials

Total AUM
$159.2M
Accounts
45
Discretionary
$63.5M
Accounts
28
Non-Discretionary
$95.7M
Accounts
17

ContactClients

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Individual Clients
3
AUM
$707.6K
HNW Individual Clients
9
AUM
$45.3M
Charitable Organization Clients
2
AUM
$8.5M
Other Clients
1
AUM
$104.7M
Description of Other Clients
FAMILY OFFICE DISCR & NON DISCR

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MATX

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

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