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Home > Retirement Planners > florida > jacksonville > ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
6817 Southpoint Parkway
Suite 1204
Jacksonville, Florida 32216
Tel: 904-470-0102
About ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.
ST NICHOLAS PRIVATE ASSET MANAGEMENT, INC, formally registered with the SEC as ST NICHOLAS PRIVATE ASSET MANAGEMENT, INC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. is a Jacksonville, Florida based Financial Planning firm with nearly $152,000,000 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132500 |
| SEC# | 801-120978 |
| Assets Managed by Firm | $152,000,000 |
| No. of Clients | 150 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 150 | $152,000,000 |
| High net worth individuals | 94 | $152,000,000 |
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