|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Donald W Nicholson & Associates Ltd
✚
|
|
|---|---|
| CRD # | 107054 |
| SEC # | 801-56986 |
| CIK # | |
| AUM | $171.3 M (2025-05-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 302-529-1500 |
| Address | 1403 Silverside Rd Wilmington, DE 19810 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 43.8 |
| (b) Individuals (high net worth individuals) | 51 | 123.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 171.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 501 | 171.3 |
| Total | 501 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 501 | 171.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Reshape LLC
✚
|
NJ | 0.2 |
|
APS Advisors
✚
|
CA | 0.2 |
|
Radius Wealth Management Inc
✚
|
MA | 0.2 |
|
Schwallier Wealth Management LLC
✚
|
MI | 0.2 |
|
Signal Tree Financial Partners LLC
✚
|
OH | 0.2 |
|
Pinnacle Portfolio Advisors LLC
✚
|
0.2 | |
|
Integrity Wealth Partners LLC
✚
|
CA | 0.2 |
|
Highroad Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Lexington Hill Partners LLC
✚
|
TX | 0.2 |
|
Granite Financial Group LLC
✚
|
WI | 0.2 |