NICHOLS WEALTH ADVISORS
Firm details
- Headquarters
- ,
- CRD number
- 284400
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI69.63%
- Individuals30.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Nichols Wealth Advisors operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, providing a range of financial services including financial planning, portfolio management for individuals and small businesses, and educational seminars. Nichols Wealth Advisors also functions as an insurance broker, indicating a diverse approach to client needs. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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 Equities80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds4%
- US Government Bonds1%
Contacts
1 of 1ALFRED NICHOLS
Founder and Managing PrincipalCRD 1720476
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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