Unclaimed Profile

Allen Taylor Witham

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.·JACKSONVILLE, Florida

Clean recordST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.

6817 SOUTHPOINT PARKWAY, JACKSONVILLE, FL 32216CRD# 2271064Firm CRD# 132500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Taylor Witham · JACKSONVILLE, FL

Registration

CRD #2271064 · ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allen Taylor Witham is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.

AUM

$130M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2271064

Firm CRD# 132500

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allen Taylor Witham offer?

Allen Taylor Witham specializes in Investment Management, Fee-Only Advisory. Contact their office in JACKSONVILLE, Florida for a consultation.

What are Allen Taylor Witham's credentials?

Allen Taylor Witham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Taylor Witham located?

Allen Taylor Witham is based in JACKSONVILLE, Florida, working with ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does Allen Taylor Witham charge for services?

Allen Taylor Witham'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 ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC.?

ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC. has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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