This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal summitOptima
- Established Date
- 03-12-2012
- Office Locations
- 1
Office Locations
About Nashua Capital Management LLC
Nashua Capital Management LLC is an independent RIA led by principal Alicia Donahue, providing hands-on portfolio management and financial planning for high-net-worth individuals navigating events like retirement, inheritance, business sales, or divorce. Portfolios are primarily ETF-based and custodied at Charles Schwab. Donahue’s law and investment background supports coordination with clients’ attorneys and CPAs on tax and estate decisions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALICIA ANNE DONAHUE
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #6090694
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,961,412 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,961,412 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $64,961,412
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,059,204,823 | 20.7% |
| U.S. Government/Agency | $562,862,467 | 11.0% |
| Cash | $2,225,865,209 | 43.5% |
| Public Funds | $547,511,672 | 10.7% |
| Corporate - Investment Grade | $721,487,343 | 14.1% |
| Total | $5,116,931,514 | 100.0% |