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NICHOLS INVESTMENT ADVISORY SERVICES
NICHOLS INVESTMENT CORPORATION
CRD 128465
TWENTY TWO STEEPLE STREET, SUITE 2054, MASHPEE, MA, 02649, United States
Phone
508-539-1155
Fax
508-539-2731
Registration
— (—)
Source
State registered
Total AUM
$29.0M
Discretionary AUM
$29.0M
Team
1 total employees; 1 advisory reps; 100 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; PERFORMANCE REPORTING
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $29.0M |
All web addresses on file
Official SEC filing: View on IAPD