Overview
Assets Under Management: $173 million
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
NICH CAPITAL PARTNERS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159260), NICH CAPITAL PARTNERS, INC. is subject to fiduciary duty under federal law.
NICH CAPITAL PARTNERS, INC. serves 66 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, NICH CAPITAL PARTNERS, INC. offers portfolio management for individuals. View all service details ↓
NICH CAPITAL PARTNERS, INC. manages $173 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, NICH CAPITAL PARTNERS, INC. serves high-net-worth individuals. View client details ↓
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