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NICOLLET INVESTMENT MANAGEMENT, INC.

800 Washington Avenue North
Suite 150
Minneapolis, Minnesota 55401
Tel: 612-915-3033

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About NICOLLET INVESTMENT MANAGEMENT, INC.

NICOLLET INVESTMENT MANAGEMENT, INC, formally registered with the SEC as NICOLLET INVESTMENT MANAGEMENT, INC. The firm was established in 02/22/2000. They have over 1 offices throughout the country.

NICOLLET INVESTMENT MANAGEMENT, INC. is a Minneapolis, Minnesota based Financial Planning firm with nearly $526,737,483 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109401
SEC#801-57282
Assets Managed by Firm$526,737,483
No. of Clients846
No. of Advisors9

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total846$526,737,483
Individuals (other than high net worth individuals)158$76,642,651
High net worth individuals146$445,803,102
Charitable organizations2$576,111
Corporations or other businesses1$2,425,594

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