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NICOLET WEALTH MANAGEMENT
111 N. Washington Street
Green Bay, Wisconsin 54301
Tel: 920-430-1400
About NICOLET WEALTH MANAGEMENT
NICOLET WEALTH MANAGEMENT, formally registered with the SEC as NICOLET WEALTH MANAGEMENT. The firm was established in 08/05/2016. They have over 10 offices throughout the country.
NICOLET WEALTH MANAGEMENT is a Green Bay, Wisconsin based Financial Planning firm with nearly $3,665,411,749 assets under management, offering retirement planning & investment advisory services to 9297 clients. The firm is staffed with 60 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283940 |
| SEC# | 801-108012 |
| Assets Managed by Firm | $3,665,411,749 |
| No. of Clients | 9297 |
| No. of Advisors | 60 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9297 | $3,665,411,749 |
| Individuals (other than high net worth individuals) | 3541 | $697,587,085 |
| High net worth individuals | 357 | $1,528,157,375 |
| Charitable organizations | 12 | $11,901,268 |
| Corporations or other businesses | 26 | $59,819,728 |
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