Nichols & Pratt Advisers LLP
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 107113
- Registered since
- October 11, 1994
- Website
- www.nichols-pratt.com
- Custodians
- SPTC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI89.54%
- Other9.57%
- Individuals0.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nichols & Pratt Advisers LLP is an independent, partner-owned registered investment adviser that has been SEC-registered since 1994. The firm focuses on portfolio management for individuals and small businesses and serves a client base comprised primarily of individuals and families. Its fee arrangements include asset-based fees, hourly billing, fixed fees and other fee structures. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Nichols & Pratt lists a law firm among its industry affiliations.
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
- Exchange Traded Equities74%
- US Government Bonds23%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Kimberly Latifi
Chief Compliance OfficerCRD 4650218
Contacts
3 of 5
Thomas Bator
PartnerCRD 4356322
John Herbert
PartnerCRD 4356192
Patricia Popov
PartnerCRD 4519848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 9Active vs passive
$5M in ETFs
100%
$5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $1.4M | 9,630 | 28.30% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 50 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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