|
⚲
|
| Nichols & Pratt Advisers LLP
✚
|
|
|---|---|
| CRD # | 107113 |
| SEC # | 801-47618 |
| CIK # | 0001141781 |
| AUM | $2.3 B (2025-03-28) |
| Employees | 21 (48% Investors, 0% Brokers) |
| Phone | 617-523-6800 |
| Address | 50 Congress Street, Suite 832 Boston, MA 02109-4002 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 111.2 | ||
| Automatic Data Processing Inc | 96.6 | ||
| Microsoft Corp | 92.1 | ||
| Alphabet Inc | 84.4 | ||
| Mastercard Inc | 81.4 | ||
| Johnson & Johnson | 77.5 | ||
| Procter & Gamble Co | 59.5 | ||
| Fiserv Inc | 56.6 | ||
| Kinder Morgan Inc | 53.2 | ||
| TJX Companies Inc /DE/ | 49.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 0.0 |
| (b) Individuals (high net worth individuals) | 83 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.2 |
| Total | 638 | 2.3 |
| By Discretionary | ||
| Discretionary | 551 | 2.1 |
| Non-Discretionary | 87 | 0.2 |
| Total | 638 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 638 | 2.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001141781] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Waters Parkerson & Co LLC
✚
|
LA | 2.7 |
|
Diversify Wealth Management LLC
✚
|
UT | 2.5 |
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.4 |
|
Zemenick & Walker Inc
✚
|
MO | 2.4 |
|
Angeles Wealth Management LLC
✚
|
CA | 2.3 |
|
Gemmer Asset Management LLC
✚
|
CA | 2.0 |
|
Elser Financial Planning Inc
✚
|
IN | 2.0 |
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 2.0 |
|
Blackhill Capital Inc
✚
|
NJ | 2.0 |
|
LBMC Investment Advisors LLC
✚
|
TN | 2.0 |