DONALD W. NICHOLSON & ASSOCIATES LTD

1403 Silverside Rd
Ste B
Wilmington, Delaware 19810
Tel: 302-529-1500

About DONALD W. NICHOLSON & ASSOCIATES LTD

DONALD W NICHOLSON & ASSOCIATES LTD, formally registered with the SEC as DONALD W NICHOLSON & ASSOCIATES LTD. The firm was established in 11/26/1999. They have over 2 offices throughout the country.

DONALD W. NICHOLSON & ASSOCIATES LTD is a Wilmington, Delaware based Financial Planning firm with nearly $178,257,195 assets under management, offering retirement planning & investment advisory services to 501 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107054
SEC#	801-56986
Assets Managed by Firm	$178,257,195
No. of Clients	501
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	501	$178,257,195
Individuals (other than high net worth individuals)	85	$37,807,268
High net worth individuals	53	$117,332,227
Charitable organizations	Fewer than 5 clients	$1,894,302

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BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$50,708,850,726	129	26
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,496,928,966	3487	137
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$14,772,401,948	10	35
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$12,393,033,000	6	36

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