| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam E Longlais Control | Chief Investment Officer | Under 5% | 2020 |
| Andrew John Maertz Control | Vp, Director Of Sales Enablement & Support Services | Under 5% | 2025 |
| H. Phillip Moore Control | Chief Financial Officer | Under 5% | 2021 |
Nicolet Advisory Services, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
Nicolet Advisory Services, LLC reports 70 employees.
Nicolet Advisory Services, LLC is based in Green Bay, WI and has been SEC-registered since 2016.
Nicolet Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 111 N. Washington Street, Green Bay, WI 54301 |
| Phone | 920-430-1400 |
| Fax | 920-617-5593 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1174850 |
| Discloses disciplinary history | No |
| Discretionary | $3.85B |
| Non-discretionary | $1.6M |
| Total (RAUM) | $3.85B |