John Nuckel LLC
Firm details
- Headquarters
- ,
- CRD number
- 309253
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.59%
- Investment Companies5.41%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
John Nuckel LLC is a limited liability company that specializes in providing portfolio management services for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management (AUM) and caters to both individual and family clients as well as institutional clients. Although it does not actively engage in ESG investing, John Nuckel LLC has established itself in the financial advisory space, focusing on personalized investment strategies tailored to the unique needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities60%
- Non-Exchange Traded Equities20%
- Other20%
Contacts
1 of 1
John Nuckel
Investment Advisor RepresentativeCRD 1032162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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