E.J. Nickerson Co

RIASEC Registered
Total AUM
$21M
Discretionary
$21M
100% of AUM
Avg account
$21M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

E.J. Nickerson Co. is structured as a sole proprietorship and operates as an institutional registered investment adviser focused on managing pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of its pooled vehicles, and it charges clients on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor, is not a multistate adviser, and does not present itself as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Eric Nickerson

    CCOCRD 6579512

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth