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NICOLET WEALTH MANAGEMENT

Tel: 920-430-1400
111 N. Washington Street
Green Bay, Wisconsin  54301

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NICOLET WEALTH MANAGEMENT

NICOLET WEALTH MANAGEMENT is a Green Bay, Wisconsin based financial advisory firm with nearly $3,665,411,749 in assets under management and provides investment advisory services for 9297 clients. There are currently 60 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

283940

SEC#:

801-108012

No. of Clients:

9297

Assets under Management

$3,665,411,749

No. of Advisors:

60

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