The NICOLA WEALTH MANAGEMENT is a privately held investment adviser that advises $11.04Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. NICOLA WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 12.74% over the last 5-years.
The Group has been registered with the SEC for 5.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 1508 WEST BROADWAY 5TH FLOOR, VANCOUVER, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 19 US and Non-US bodies.
They have 531 employees comprised of 217 investment and 314 non-investment staff. The total number of Employees increased by 123.11% over the last 5-years.
Their $11.04Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 771 other accounts. Assets of High Net Worth Individuals clients own $9.07Bn or 82.15% of Total Assets and Individuals own $1.09Bn or 9.83% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
NICOLA WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.