Overview
Assets Under Management: $5.1 billion
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 4
Average Client Assets: $6.8 million
Frequently Asked Questions
NICHOLAS CO 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 #108347), NICHOLAS CO INC is subject to fiduciary duty under federal law.
NICHOLAS CO INC is headquartered in MILWAUKEE, WI.
NICHOLAS CO INC serves 4 high-net-worth clients according to their SEC filing dated January 24, 2024. View client details ↓
According to their SEC Form ADV, NICHOLAS CO INC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
NICHOLAS CO INC manages $5.1 billion in client assets according to their SEC filing dated January 24, 2024.
According to their SEC Form ADV, NICHOLAS CO INC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.53%
Average Client Assets: $6.8 million
Total Client Accounts: 14
Discretionary Accounts: 14
Regulatory Filings
CRD Number: 108347
Filing ID: 1805569
Last Filing Date: 2024-01-24 16:39:00