1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WARNKE/NICHOLS LTD.

Map pinDELAFIELD, WI
Phone262-303-4113
NotebookSEC #801-79230
Total AUM
$160M
Employees
2
Clients
241

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 WELLS STREET
SUITE 203
DELAFIELD
WI 53018
United States
Operating Hours
8:30 AM TO 3:30 PM
Monday - Friday
Phone
262-303-4113

ReceiptFinancials

Total AUM
$160M
Accounts
241
Discretionary
$152.3M
Accounts
227
Non-Discretionary
$7.6M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
196
AUM
$46.7M
HNW Individual Clients
45
AUM
$113.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account