Overview
Assets Under Management: $306 million
Headquarters: BETTENDORF, IA
High-Net-Worth Clients: 102
Average Client Assets: $3 million
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