NICOLET ADVISORY SERVICES, LLC
Doing business as NICOLET WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$4,293,915,904
Discretionary
$4,292,299,178
Non-discretionary
$1,616,726
Firm details
- CRD number
- 283940
- SEC file number
- 801-108012
- Main office
- GREEN BAY, WI, United States
- Employees
- 75
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.