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Building 2DONALD W. NICHOLSON & ASSOCIATES LTD

Map pinWILMINGTON, DE
Phone302-529-1500
NotebookSEC #801-56986
Total AUM
$171.2M
Employees
5
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1403 SILVERSIDE RD
STE B
WILMINGTON
DE 19810
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
302-529-1500

ReceiptFinancials

Total AUM
$171.2M
Accounts
354
Discretionary
$115.9M
Accounts
217
Non-Discretionary
$55.3M
Accounts
137

ContactClients

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Individual Clients
106
AUM
$42.2M
HNW Individual Clients
50
AUM
$127.3M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLLANJPATX

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

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