Donald W. Nicholson & Associates Ltd

Donald W. Nicholson & Associates Ltd (CRD# 107054) is a financial advisory firm headquartered in Wilmington, DE. They manage $178,257,195 in 501 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1403 Silverside Rd, Ste B, Wilmington, DE 19810
http://www.nicholson-associates.com
By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    501
    ACCOUNTS
  • Average Account Value
    $355,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, NJ, PA, TX

Financial Advisors at Donald W. Nicholson & Associates Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Donald Nicholson, financial advisor Wilmington DE
Donald W. Nicholson
CRD#: 2572843
1403 Silverside Road, Suite B, Wilmington, DE 19810

Donald Nicholson (CRD# 2572843) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington, DE and has over 29 years of experience in the finance industry.

2
Donald Nicholson, financial advisor Wilmington DE
Donald W. Nicholson
CRD#: 1024239
1403 Silverside Road, Suite B, Wilmington , DE 19810

Donald Nicholson (CRD# 1024239) is an Investment Advisor Representative working at Donald W. Nicholson & Associates Ltd in Wilmington , DE and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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