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Donald W. Nicholson & Associates Ltd

● SEC registered since 1999CRD 107054SEC# 801-56986Wilmington, DE
Export (members)
Reg. AUM
$171.3M
Employees
6
Accounts
501
Location
Wilmington, DE

Donald W. Nicholson & Associates Ltd assets under management

Donald W. Nicholson & Associates Ltd operates as an SEC-registered investment adviser based in Wilmington, DE. The firm has been registered since 1999. It reports $171.3 million in regulatory assets under management and employs 6 people.

Donald W. Nicholson & Associates Ltd owners & executives

2 reported
NameTitleOwnershipSince
Donald William Nicholson ControlPresident/Director, Chief Compliance OfficerOver 75%1987
Mary Lynn Nicholson ControlSecretary/Treasurer/DirectorUnder 5%1987

Frequently asked questions

How much does Donald W. Nicholson & Associates Ltd manage?

Donald W. Nicholson & Associates Ltd reports $171.3 million in regulatory assets under management on its Form ADV.

How many employees does Donald W. Nicholson & Associates Ltd have?

Donald W. Nicholson & Associates Ltd reports 6 employees.

Where is Donald W. Nicholson & Associates Ltd located?

Donald W. Nicholson & Associates Ltd is based in Wilmington, DE and has been SEC-registered since 1999.

Does Donald W. Nicholson & Associates Ltd disclose fund performance?

Donald W. Nicholson & Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1403 Silverside Rd, Ste B, Wilmington, DE 19810
Phone302-529-1500
Fax302-529-0474
Office hours7:30 a.m. - 6:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$171.3M
Total (RAUM)$171.3M