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Home > Retirement Planners > minnesota > minneapolis > NICOLLET INVESTMENT MANAGEMENT, INC.
NICOLLET INVESTMENT MANAGEMENT, INC.
800 Washington Avenue North
Suite 150
Minneapolis, Minnesota 55401
Tel: 612-915-3033
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 Status | Approved |
|---|---|
| Firm CRD# | 109401 |
| SEC# | 801-57282 |
| Assets Managed by Firm | $526,737,483 |
| No. of Clients | 846 |
| No. of Advisors | 9 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 846 | $526,737,483 |
| Individuals (other than high net worth individuals) | 158 | $76,642,651 |
| High net worth individuals | 146 | $445,803,102 |
| Charitable organizations | 2 | $576,111 |
| Corporations or other businesses | 1 | $2,425,594 |
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