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John David Wylie

NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, California
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6451 EL SICOMORO STREET, RANCHO SANTA FE, CA 92067CRD# 1122263Firm CRD# 140159
01

About

John David Wylie is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with NICHOLAS INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
NICHOLAS INVESTMENT PARTNERS, L.P.
NICHOLAS INVESTMENT PARTNERS, L.P.
AUM
$924M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at NICHOLAS INVESTMENT PARTNERS, L.P. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1122263
Firm CRD# 140159
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John David Wylie offer?
John David Wylie specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are John David Wylie's credentials?
John David Wylie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Wylie located?
John David Wylie is based in RANCHO SANTA FE, California, working with NICHOLAS INVESTMENT PARTNERS, L.P.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does John David Wylie charge for services?
John David Wylie's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NICHOLAS INVESTMENT PARTNERS, L.P.?
NICHOLAS INVESTMENT PARTNERS, L.P. has approximately 12 employees and manages $924M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RANCHO SANTA FE
Henry Ward Winship — PACIFIC POINT ADVISORS, LLCSteven Lee Re — FAIRBANKS CAPITAL MANAGEMENT, INC.William John Ruh — CASTLE CREEK ADVISORS IV LLCChristopher Alan Tate — ACAS, LLCLaura Stanley Demarco — NICHOLAS INVESTMENT PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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