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NICHOLAS CO INC
411 E. Wisconsin Ave.
Ste 2100
Milwaukee, Wisconsin 53202-4467
Tel: 414-272-4650
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 Status | Approved |
|---|---|
| Firm CRD# | 108347 |
| SEC# | 801-4658 |
| Assets Managed by Firm | $6,320,548,103 |
| No. of Clients | 13 |
| No. of Advisors | 17 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $6,320,548,103 |
| High net worth individuals | 3 | $8,745,433 |
| Charitable organizations | 5 | $21,334,336 |
| Corporations or other businesses | Fewer than 5 clients | $11,000,566 |
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