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Donald Bruce Nicholson

NORTHWEST ADVISORS, INC.·WARREN, Pennsylvania
Unclaimed Profile
100 LIBERTY STREET, WARREN, PA 16365CRD# 5961351Firm CRD# 154032
01

About

Donald Bruce Nicholson is a registered financial advisor based in WARREN, Pennsylvania, affiliated with NORTHWEST ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHWEST ADVISORS, INC.
NORTHWEST ADVISORS, INC.
AUM
$362M
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5961351
Firm CRD# 154032
No disclosures on file
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05

Frequently Asked Questions

What services does Donald Bruce Nicholson offer?
Donald Bruce Nicholson specializes in Financial Planning, Investment Management. Contact their office in WARREN, Pennsylvania for a consultation.
What are Donald Bruce Nicholson's credentials?
Donald Bruce Nicholson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Bruce Nicholson located?
Donald Bruce Nicholson is based in WARREN, Pennsylvania, working with NORTHWEST ADVISORS, INC.. Their office serves clients in the WARREN metropolitan area and surrounding communities.
How does Donald Bruce Nicholson charge for services?
Donald Bruce Nicholson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHWEST ADVISORS, INC.?
NORTHWEST ADVISORS, INC. has approximately 22 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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