Nichols Asset Management is an investment advisor in Sudbury with $159.22 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
421687249
SEC advisor number
801-50360
FINRA CRD number
111749
AUM ?
$159.22 mm
(as of 26 May 20)
Accounts
45
(as of 26 May 20)
Employees
2
(2 investment advisory or research)
Address
Nichols Asset Management
27 VIRGINIA RIDGE ROAD
SUDBURY
MA 01776
27 VIRGINIA RIDGE ROAD
SUDBURY
MA 01776
Office hours
Monday - Friday, 8:30 - 5:00
Phone
978-440-8741
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Nichols, Charles | Chief Investment Officer, Member | 06/1995 | 25-50% |
Nichols, Patricia, Macguire | Chief Compliance Officer, Member | 06/1995 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Feb 17
13F-HR
Quarterly holdings report by institutional manager
10 Nov 16
13F-HR
Quarterly holdings report by institutional manager
5 Aug 16
13F-HR
Quarterly holdings report by institutional manager
21 Apr 16
13F-HR
Quarterly holdings report by institutional manager
10 Feb 16
13F-HR
Quarterly holdings report by institutional manager
30 Oct 15
13F-HR
Quarterly holdings report by institutional manager
6 Aug 15
13F-HR
Quarterly holdings report by institutional manager
23 Apr 15
13F-HR
Quarterly holdings report by institutional manager
10 Feb 15
13F-HR
Quarterly holdings report by institutional manager
3 Nov 14