Overview
Assets Under Management: $306 million
Headquarters: BETTENDORF, IA
High-Net-Worth Clients: 102
Average Client Assets: $3 million
Frequently Asked Questions
NIKULSKI FINANCIAL, 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 #151569), NIKULSKI FINANCIAL, INC. is subject to fiduciary duty under federal law.
NIKULSKI FINANCIAL, INC. is headquartered in BETTENDORF, IA.
NIKULSKI FINANCIAL, INC. serves 102 high-net-worth clients according to their SEC filing dated December 16, 2024. View client details ↓
According to their SEC Form ADV, NIKULSKI FINANCIAL, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NIKULSKI FINANCIAL, INC. manages $306 million in client assets according to their SEC filing dated December 16, 2024.
According to their SEC Form ADV, NIKULSKI FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.90
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,240
Discretionary Accounts: 1,240
Regulatory Filings
CRD Number: 151569
Last Filing Date: 2024-12-16 00:00:00
Website: https://nikulskifinancial.com