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| Happy Holidays!! thanks for using AUM13F!! |
| Nicolet Advisory Services LLC
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| CRD # | 283940 |
| SEC # | 801-108012 |
| CIK # | 0001775863, 0001174850 |
| AUM | $3.8 B (2025-03-28) |
| Employees | 70 (49% Investors, 37% Brokers) |
| Phone | 920-430-1400 |
| Address | 111 N Washington Street Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nicolet Bankshares Inc | 109.6 | ||
| Microsoft Corp | 14.9 | ||
| Apple Inc | 13.8 | ||
| Nvidia Corp | 12.1 | ||
| Amazon Com Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Costco Wholesale Corp /NEW | 6.3 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Alphabet Inc | 5.2 | ||
| Facebook Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,311 | 0.7 |
| (b) Individuals (high net worth individuals) | 507 | 1.7 |
| (c) Banking or thrift institutions | 0 | 1.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 16 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 51 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,809 | 3.8 |
| By Discretionary | ||
| Discretionary | 8,807 | 3.8 |
| Non-Discretionary | 2 | 0.0 |
| Total | 8,809 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 8,809 | 3.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001174850] | |
| 10-Q | [0001174850] | |
| 13F-HR | [0001174850] | |
| 3 | [0001174850] | |
| 4 | [0001174850] | |
| 5 | [0001174850] | |
| 8-K | [0001174850] | |
| D | [0001174850] | |
| SC 13G | [0001174850] | |
| 13F-HR | [0001775863] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| BlackRock Inc | Nicolet Bankshares Inc | [2020-02-07] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crossingbridge Advisors LLC
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|
NY | 3.9 |
|
Sand Hill Global Advisors LLC
✚
|
CA | 3.9 |
|
Nations Financial Group Inc
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IA | 3.9 |
|
Arkadios Wealth Advisors LLC
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GA | 3.9 |
|
ZWJ Investment Counsel Inc
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GA | 3.9 |
|
Salem Investment Counselors Inc
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NC | 3.8 |
|
Nordwand Advisors LLC
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PA | 3.8 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 3.8 |
|
IPG Investment Advisors LLC
✚
|
CA | 3.8 |
|
Carlson Capital Management LLC
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|
MN | 3.8 |