Nicolet Advisory Services is an investment advisor in Green Bay with $139.99 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391990426
SEC advisor number
801-108012
FINRA CRD number
283940
AUM ?
$1.22 bn
(as of 31 Mar 21)
Accounts
7,013
(as of 31 Mar 21)
Employees
34
(14 investment advisory or research)
Address
Nicolet Advisory Services
111 N. WASHINGTON STREET
GREEN BAY
WI 54301
111 N. WASHINGTON STREET
GREEN BAY
WI 54301
Phone
9204301400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21