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| Keyboard |
| Nicolet Advisory Services LLC
✚
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|
|---|---|
| CRD # | 283940 |
| SEC # | 801-108012 |
| CIK # | 0001775863 |
| AUM | 4,293.9 M (2026-03-31) |
| Employees | 75 (60% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-430-1400 |
| Address | 111 N Washington Street Green Bay, WI 54301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,179 | 0.7 |
| (b) Individuals (high net worth individuals) | 612 | 2.1 |
| (c) Banking or thrift institutions | 0 | 1.4 |
| (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 | 17 | 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 | 41 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,812 | 4.3 |
| By Discretionary | ||
| Discretionary | 9,811 | 4.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 9,812 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 9,812 | 4.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001775863] | |
| 13F-NT | [0001775863] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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