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NICHOLAS CO INC

CRD 108347 · SEC 801-4658

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411 E. WISCONSIN AVE., STE 2100, MILWAUKEE, WI, 53202-4467, United States

Phone

414-272-4650

Fax

414-272-7867

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.08B

Discretionary AUM

$6.08B

Team

16 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-01-23

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals3$8.2M
Investment companies4$6.04B
Charitable organizations5$19.4M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD