|
⚲
|
| J Mark Nickell & Co
✚
|
|
|---|---|
| CRD # | 111635 |
| SEC # | 801-121304 |
| CIK # | |
| AUM | $115.4 M (2025-03-11) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 615-371-6622 |
| Address | 109 Westpark Drive Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 5.1 |
| (b) Individuals (high net worth individuals) | 35 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 9.7 |
| Total | 162 | 115.4 |
| By Discretionary | ||
| Discretionary | 129 | 111.3 |
| Non-Discretionary | 33 | 4.0 |
| Total | 162 | 115.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.4 | |
| Total | 162 | 115.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Financial Advisors LLC
✚
|
0.1 | |
|
Cooke Wealth Management LLC
✚
|
CA | 0.1 |
|
McMahan Capital Management LLC
✚
|
IN | 0.1 |
|
Johnson & Shute Investment Advisors Inc
✚
|
WA | 0.1 |
|
Alessandra Capital Management LLC
✚
|
CA | 0.1 |
|
Colchester Investment Counsel LLC
✚
|
CT | 0.1 |
|
V M Manning & Co Inc
✚
|
SC | 0.1 |
|
Rittmann Capital Management Co
✚
|
CA | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
Financial Network Specialists LLC
✚
|
0.1 |