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Nichols Investment Advisory Services

Nichols Investment Advisory Services. CRD 128465

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CRD: 128465

Nichols Investment Advisory Services

Mashpee, MA, 02649
5085391155
www.nicholsinvest.com
$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
1 Employees
200 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · John Hancock
Clients
Retail
Platforms
WaveOptima summit
Established Date
08-25-1995
Office Locations
1

Office Locations

Nine Steeple Street P.o. BOX 1587 Mashpee MA

About Nichols Investment Advisory Services

Nichols Investment Advisory Services is a fee-based RIA in Mashpee, MA providing hands-on portfolio design, ongoing monitoring, and retirement-focused planning for individuals, businesses, and trusts. The firm emphasizes preservation of capital, offers portfolio analysis, small-business pension plan support, and estate/trust planning. Uses ETFs as a core vehicle and custody relationships include Schwab and Fidelity.

Team overview

63 AVG AGE
$29.0M AVG AUM / ADVISOR
$145.0K AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
30yrs Firm Age

Insights

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Client Personas

Vital Ember wave

Custodian

Oak value Vital crest Horizon Insight crest Fusion

Investment Themes

Focus Vertex

Investment Vehicles

Wave catalyst Value Beacon vertex

Services

Unison Ember Alpha radial Summit ridge Oak delta Meridian Vertex Eagle optima

Technology

Ridge pioneer Unison

Owner & Executives

C

CHRISTOPHER LEE NICHOLS

Account Executive, Chief Executive Officer

CRD
#1339640
Ownership
75% or more
(230) 230-7657
capital.summit@harborcapital.com
in linkedin.com/in/summit-atlas

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $29,000,000 --
Non-Discretionary $0 --
Total $29,000,000 --

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Separately Managed Accounts

Total SMA Asset: $29,000,000

$29.0M Total SMA
Equity - Exchange:
32.7%
Equity - OTC:
14.0%
Other:
17.4%
Cash:
35.9%
Asset class Assets Assets %
Equity - Exchange $2,369,901,647 32.7%
Equity - OTC $1,014,636,791 14.0%
Other $1,261,048,583 17.4%
Cash $2,601,818,628 35.9%
Total $7,247,405,649 100.0%

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