Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 105
Discretionary Accounts: 105
Regulatory Filings
CRD Number: 159260
Last Filing Date: 2025-01-30 00:00:00
Website: https://nichcapitalpartners.com