CRD: 134513
Nichols Group LLC
SAN Juan, PR
7143569596
$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2000
- Office Locations
- 1
Office Locations
-- SAN Juan PR
About Nichols Group LLC
Nichols Group LLC is a SAN Juan-based RIA. The firm has been operating for 25 years. Managing $47.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$47.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
25.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
North Glacier
Investment Vehicles
Oak fusion
Services
Vertex Horizon peak Zenith
Owner & Executives
D
DOUGLAS EDWARD NICHOLS
Manager, Owner
- CRD
- #4935905
- Ownership
- 75% or more
(453) 374-1404
pioneer.focus@zenithcapital.com
in linkedin.com/in/momentum-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,157,637 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,157,637 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,157,637
Equity - Exchange:
41.8% Cash:
58.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $323,873,256 | 41.8% |
| Cash | $450,943,147 | 58.2% |
| Total | $774,816,403 | 100.0% |