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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2016
- Office Locations
- 1
Office Locations
About Nichols Wealth Advisors
Nichols Wealth Advisors is a Chicago-based, founder-led RIA serving retail investors with personalized portfolio construction and risk-managed diversification aligned to each client’s goals, needs, and liabilities. The practice emphasizes close advisor relationships and long-term planning support, with portfolios largely implemented through ETFs complemented by fixed income. Custody is through Fidelity/NFS.
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Owner & Executives
ALFRED GLEN NICHOLS
Advisor, Chief Executive Officer, Chief Investment Officer, MANAGING PRINCIPAL
- CRD
- #1720476
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $9,715,000 | -- |
| Total | $9,715,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,715,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,247,638,170 | 19.8% |
| Corporate - Investment Grade | $1,165,722,532 | 18.5% |
| Cash | $775,047,954 | 12.3% |
| Corporate - Non-Investment Grade | $2,640,204,006 | 41.9% |
| U.S. Government/Agency | $472,590,216 | 7.5% |
| Total | $6,301,202,878 | 100.0% |