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Kevin Mark Nichols

NWM ADVISORS, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
735 TANK FARM ROAD, SAN LUIS OBISPO, CA 93401CRD# 2347023Firm CRD# 283714
01

About

Kevin Mark Nichols is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with NWM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
NWM ADVISORS, LLC
NWM ADVISORS, LLC
AUM
$248M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NWM ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2347023
Firm CRD# 283714
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Mark Nichols offer?
Kevin Mark Nichols specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Kevin Mark Nichols's credentials?
Kevin Mark Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Mark Nichols located?
Kevin Mark Nichols is based in SAN LUIS OBISPO, California, working with NWM ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Kevin Mark Nichols charge for services?
Kevin Mark Nichols's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NWM ADVISORS, LLC?
NWM ADVISORS, LLC has approximately 2 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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