Donald W. Nicholson & Associates Ltd
Firm details
- Headquarters
- Wilmington, Delaware
- CRD number
- 107054
- Registered since
- November 26, 1999
- Website
- nicholson-associates.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.32%
- Individuals24.66%
- Charitable Organizations1.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Donald W. Nicholson & Associates Ltd. is an independent, corporation-structured RIA that has been SEC-registered since 1999 and serves individual and family clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and publishes periodic newsletters. The adviser does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities8%
- Cash & Cash Equivalents8%
- Other3%
- Private Funds1%
Contacts
3 of 4
Donald Nicholson
PrincipalCRD 1024239
Donald Nicholson
Senior Financial AdvisorCRD 2572843
Mary Nicholson
Director, Secretary And TreasurerCRD 4379962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wilmington, DE
New Castle
Location
Wilmington, DE
Headquartered in Wilmington, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 1403 Silverside Rd
- Time zone
- ET (UTC-5)
- Office locations
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