Overview
Assets Under Management: $293 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.46
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 636
Discretionary Accounts: 636
Regulatory Filings
CRD Number: 105580
Last Filing Date: 2025-01-27 00:00:00
Website: https://nicholsoncap.com