SAFFORD NICHOLAS H & CO INC

9 Cleaves Street
Rockport, Massachusetts 01966-1520
Tel: 978-546-2462

About SAFFORD NICHOLAS H & CO INC

SAFFORD NICHOLAS H & CO INC, formally registered with the SEC as SAFFORD NICHOLAS H & CO INC. The firm was established in 08/02/1983. They have over 1 offices throughout the country.

SAFFORD NICHOLAS H & CO INC is a Rockport, Massachusetts based Financial Planning firm with nearly $1,758,136,542 assets under management, offering retirement planning & investment advisory services to 156 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104740
SEC#	801-19482
Assets Managed by Firm	$1,758,136,542
No. of Clients	156
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER OTHER INVESTMENT ADVISERS' MANAGEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	156	$1,758,136,542
Individuals (other than high net worth individuals)	28	$13,255,116
High net worth individuals	128	$1,744,881,426

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