Search
⚲

Message
Happy Holidays!! thanks for using AUM13F!!

Type	Result	AUM ($B)

Nicola Primary Mortgage Fund
Firm	Nicola Wealth Management Ltd ✚
Fund #	805-6658811441
CIK #
Sale
Fund	Other Private Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Nicola Wealth Management Ltd
Custodian	Aviso Wealth CMLS
Auditor	Baker Tilly WM LLP
Marketer
Broker	Aviso Wealth
Jurisdiction

Comparable Firms	State	AUM ($B)
Woodmont Advisory Group Inc ✚		0.1
Hatch Cove Capital LLC ✚		0.1
McLaughlin Asset Management Inc ✚		0.1
Metanoia Financial LLC ✚		0.1
Ramsey Hill Asset Management LLC ✚		0.1
Complete Wealth Management LLC ✚		0.1
Liberty Atlantic Advisors LLC ✚		0.1
Quantum Capital Investments Inc ✚		0.1
Tea & Taxes Company DBA Prosperitea Planning ✚		0.1
Heirloom Investment Management LLC ✚		0.1

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}

{"uid": 151959197, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220683035