Nickelplate Financial LLC

Overview

Nickelplate Financial LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on portfolio management for individuals and small businesses and reports serving both individual/family and institutional clients. Its compensation model is a percentage-of-assets-under-management fee. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Investment activity centers on pooled public funds: the firm’s largest declared asset class is public funds/mutual funds. The advisory approach also incorporates annuity products alongside mutual funds for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices