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Albert Owen Nicholas

NICHOLAS CO INC·MILWAUKEE, Wisconsin
Clean recordNICHOLAS CO INC
700 N WATER ST, MILWAUKEE, WI 53202CRD# 4385784Firm CRD# 108347

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Albert Owen Nicholas · MILWAUKEE, WI
Registration
CRD #4385784 · NICHOLAS CO INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Albert Owen Nicholas is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with NICHOLAS CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
NICHOLAS CO INC
NICHOLAS CO INC
AUM
$5.1B
Regulatory assets under management
Employees
15
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4385784
Firm CRD# 108347
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Albert Owen Nicholas offer?
Albert Owen Nicholas specializes in Investment Management, Wealth Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Albert Owen Nicholas's credentials?
Albert Owen Nicholas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Albert Owen Nicholas located?
Albert Owen Nicholas is based in MILWAUKEE, Wisconsin, working with NICHOLAS CO INC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Albert Owen Nicholas charge for services?
Albert Owen Nicholas'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 CO INC?
NICHOLAS CO INC has approximately 15 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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