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- Custodian
- American Funds · First Clearing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2016
- Office Locations
- 1
Office Locations
About Nickelplate Financial LLC
Nickelplate Financial, LLC is an Ohio-based, founder-led RIA established in 2016 by Ryan Armstrong (MS in Finance, University of Florida; 14 years’ industry experience). The firm provides retirement-focused planning and investment strategy design for IRAs, 401(k)s, and business retirement plans, tailoring portfolios to client goals and risk tolerance. Armstrong is not paid to sell financial products, supporting unbiased guidance.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
RYAN GRANT ARMSTRONG
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4124994
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,089,544 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,089,544 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,089,544
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,126,916,050 | 12.7% |
| Cash | $3,753,429,047 | 42.3% |
| Equity - Exchange | $3,265,394,538 | 36.8% |
| Corporate - Investment Grade | $727,615,087 | 8.2% |
| Total | $8,873,354,722 | 100.0% |