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Albert Owen Nicholas

NICHOLAS CO INC·MILWAUKEE, Wisconsin
Clean record29 years registeredNICHOLAS 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 · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: NICHOLAS CO INC
Jul 1997Jan 2017
MILWAUKEE, WI
02

Registrations & Exams

Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NICHOLAS CO INC
CRD 108347 · SEC 801-4658
AUM
$5.1B
Regulatory assets under management
Employees
15
14 client accounts
Services offered by NICHOLAS CO INC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does Albert Owen Nicholas offer?
Albert Owen Nicholas specializes in Investment Management, Wealth Management.
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, last registered with NICHOLAS CO INC.
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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