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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 $6,320,548,103 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108347
SEC#801-4658
Assets Managed by Firm$6,320,548,103
No. of Clients13
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total13$6,320,548,103
High net worth individuals3$8,745,433
Charitable organizations5$21,334,336
Corporations or other businessesFewer than 5 clients$11,000,566

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