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⚲
|
| Keyboard |
| Donald W Nicholson & Associates Ltd
✚
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|
|---|---|
| CRD # | 107054 |
| SEC # | 801-56986 |
| CIK # | |
| AUM | 171.2 M (2026-04-01) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 302-529-1500 |
| Address | 1403 Silverside Rd Wilmington, DE 19810 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 42.2 |
| (b) Individuals (high net worth individuals) | 50 | 127.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 354 | 171.2 |
| By Discretionary | ||
| Discretionary | 217 | 115.9 |
| Non-Discretionary | 137 | 55.3 |
| Total | 354 | 171.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.2 | |
| Total | 354 | 171.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
IFC and Insurance Marketing Inc
✚
|
CA | 173.5 M |
|
Gasaway Investment Advisors Inc
✚
|
MI | 173.1 M |
|
Midwestern Financial LLC
✚
|
IA | 172.8 M |
|
Opulen Financial Group LLC
✚
|
VA | 171.8 M |
|
Mandalay Financial LLC
✚
|
TX | 171.5 M |
|
Littlejohn Financial Services Inc
✚
|
OR | 171.3 M |
|
Avise Financial Cooperative Inc
✚
|
CA | 169.4 M |
|
Life Planning Advisors LLC
✚
|
MT | 169.2 M |
|
FLP Wealth Management LLC
✚
|
AR | 169.1 M |
|
Town Capital LLC
✚
|
MD | 168.8 M |