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Nikulski Financial, Inc.

● SEC registered since 2017CRD 151569SEC# 801-109933Bettendorf, IA
Export (members)
Reg. AUM
$370.5M
Employees
9
Accounts
1,377
Location
Bettendorf, IA

Nikulski Financial, Inc. assets under management

Nikulski Financial, Inc. is an investment advisory firm registered with the SEC based in Bettendorf, IA. The firm has been registered since 2017. It reports $370.5 million in regulatory assets under management and employs 9 people.
www.instagram.com/nikulski_financialView on SEC.gov ↗

Nikulski Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Jacob Nikulski ControlPresident And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Nikulski Financial, Inc. manage?

Nikulski Financial, Inc. reports $370.5 million in regulatory assets under management on its Form ADV.

How many employees does Nikulski Financial, Inc. have?

Nikulski Financial, Inc. reports 9 employees.

Where is Nikulski Financial, Inc. located?

Nikulski Financial, Inc. is based in Bettendorf, IA and has been SEC-registered since 2017.

Does Nikulski Financial, Inc. disclose fund performance?

Nikulski Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4275 Ontario Drive, Bettendorf, IA 52722
Phone563-344-0118
Fax563-344-0120
Office hoursMon-Thurs: 8:00a.m.-5:30p.m.. Fri: 8:00a.m.-3:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$370.5M
Non-discretionary$0
Total (RAUM)$370.5M