WARNKE/NICHOLS LTD.

CRD 112181 · SEC 801-79230

440 WELLS STREET, SUITE 203, DELAFIELD, WI, 53018, United States

Phone

262-303-4113

Fax

262-400-3030

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.0M

Discretionary AUM

$152.3M

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-02-02

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	196	$46.7M
High net worth individuals	45	$113.2M

WI, NH

Official SEC filing: View on IAPD