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NICHOLAS CO INC

411 E. Wisconsin Ave.
Ste 2100
Milwaukee, Wisconsin 53202-4467
Tel: 414-272-4650

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About NICHOLAS CO INC

NICHOLAS CO INC, formally registered with the SEC as NICHOLAS CO INC. The firm was established in 01/08/1968. They have over 1 offices throughout the country.

NICHOLAS CO INC is a Milwaukee, Wisconsin based Financial Planning firm with nearly $4,882,201,529 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108347
SEC# 801-4658
Assets Managed by Firm $4,882,201,529
No. of Clients 15
No. of Advisors 15

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total15$4,882,201,529
High net worth individuals5$29,464,697
Charitable organizations5$18,595,676
Corporations or other businessesFewer than 5 clients$8,004,475
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