Overview
Assets Under Management: $152 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Frequently Asked Questions
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, 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 #132500), ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. is headquartered in JACKSONVILLE, FL.
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. serves 94 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. manages $152 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 150
Discretionary Accounts: 150
Regulatory Filings
CRD Number: 132500
Last Filing Date: 2025-01-16 00:00:00
Website: https://stnicholaspam.com