Nicola Wealth Management is an investment advisor in Vancouver with $8.15 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
SEC advisor number
801-119288
FINRA CRD number
173201
AUM ?
$9.59 bn
(as of 22 Apr 24)
Accounts
23,155
(as of 22 Apr 24)
Employees
459
(187 investment advisory or research)
Address
Nicola Wealth Management
1508 WEST BROADWAY, 5TH FLOOR
VANCOUVER
A1 V6J1W8
1508 WEST BROADWAY, 5TH FLOOR
VANCOUVER
A1 V6J1W8
Phone
6047396450
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21