← Back to searchVisit website
NICOLLET INVESTMENT MANAGEMENT, INC.
CRD 109401 · SEC 801-57282
800 WASHINGTON AVENUE NORTH, SUITE 150, MINNEAPOLIS, MN, 55401, United States
Phone
612-915-3033
Fax
612-915-3034
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$557.4M
Discretionary AUM
$557.4M
Team
9 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $44.9M |
| High net worth individuals | 171 | $508.2M |
| Charitable organizations | 2 | $626K |
| Corporations/business entities | 2 | $3.7M |
States served
AZ, IA, MD, MN, ND, VA, WI, WA, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD