Overview
Assets Under Management: $152 million
Headquarters: JACKSONVILLE, FL
High-Net-Worth Clients: 94
Average Client Assets: $2 million
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