Nickelplate Financial LLC
Firm details
- Headquarters
- CANTON, Ohio
- CRD number
- 284347
- Website
- nickelplatefinancial.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI49.06%
- Individuals48.37%
- Corporations / Businesses2.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Nickelplate Financial LLC is a small, individually owned advisory firm organized as an LLC that provides fee-based portfolio management primarily to individuals, families and small businesses, with some institutional clients. The firm charges a percentage-of-AUM fee and lists portfolio management for individuals and small businesses as its primary advisory activity. It identifies as a single-state adviser and does not flag ESG investing or pension consulting among its services.
Assets & Accounts
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
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents37%
- Exchange Traded Equities15%
- Investment Grade Corp Bonds1%
Contacts
1 of 1RYAN ARMSTRONG
OwnerCRD 4124994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CANTON, OH
STARK
Location
CANTON, OH
Headquartered in CANTON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- STARK
- Address
- 4429 Fulton Dr NW
- Time zone
- ET (UTC-5)
- Office locations
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