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DONALD W. NICHOLSON & ASSOCIATES LTD
CRD 107054 · SEC 801-56986
1403 SILVERSIDE RD, STE B, WILMINGTON, DE, 19810, United States
Phone
302-529-1500
Fax
302-529-0474
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.2M
Discretionary AUM
$115.9M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 106 | $42.2M |
| High net worth individuals | 50 | $127.3M |
States served
DE, LA, NJ, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD