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NILES ASSET MANAGEMENT, INC

NILES ASSET MANAGEMENT, INC.

CRD 107603

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$96.4M

Discretionary AUM

$96.4M

Team

3 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; ANNUAL RETAINERS

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals374$68.8M
High net worth individuals13$21.3M
Banking/thrift institutions9$0
Charitable organizations8$6.3M

All web addresses on file

Official SEC filing: View on IAPD