E.J. Nickerson Co

RIASEC Registered
Total AUM
$21M
Discretionary
$21M
100% of AUM
Avg account
$21M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
282012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

E.J. Nickerson Co. is a sole proprietorship organized as an institutional registered investment adviser that serves institutional clients. The firm’s stated advisory focus is portfolio management for pooled investment vehicles, and it also acts as sponsor, general partner and managing member for pooled vehicles it advises. Compensation is charged as a percentage of assets under management. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and is not a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Eric Nickerson

    CCOCRD 6579512

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth