4600 Madison Avenue
Suite 150
Kansas City, Missouri 64112
Tel: 816-931-5757
NICHOLSON MEYER CAPITAL MANAGEMENT, INC, formally registered with the SEC as NICHOLSON MEYER CAPITAL MANAGEMENT, INC. The firm was established in 05/04/2018. They have over 1 offices throughout the country.
NICHOLSON MEYER CAPITAL MANAGEMENT, INC. is a Kansas City, Missouri based Financial Planning firm with nearly $218,470,188 assets under management, offering retirement planning & investment advisory services to 577 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 105580 |
SEC# | 801-113175 |
Assets Managed by Firm | $218,470,188 |
No. of Clients | 577 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 577 | $218,470,188 |
Individuals (other than high net worth individuals) | 176 | $48,480,979 |
High net worth individuals | 54 | $142,720,415 |
Charitable organizations | 5 | $19,122,562 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 |
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