N
$60.2M Total AUM
$60.2M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1989
- Office Locations
- 1
Office Locations
-- Bangor ME
About Nichols Investment Management
Nichols Investment Management is a Bangor-based RIA. The firm has been operating for 36 years. Managing $60.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$60.2M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
37 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JAMES WILLIAM NICHOLS
Chief Compliance Officer, Owner
- CRD
- #823850
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,220,210 | $318,107 |
| Non-Discretionary | $0 | -- |
| Total | $60,220,210 | $318,107 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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