NICOLLET INVESTMENT MANAGEMENT, INC.

RIASEC RegisteredEst. 2000

Total AUM

$557M

Discretionary

$557M

100% of AUM

Avg account

$648K

Accounts

860

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 109401
Registered since: February 22, 2000
Website: www.nicolletinvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.18%
Individuals8.05%
Corporations / Businesses0.66%
Charitable Organizations0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Nicollet Investment Management, Inc. is an independent SEC-registered advisory firm organized as a corporation and operating since 2000. The firm serves both individual and family clients as well as institutional entities and acts as a capital allocator, directing client assets to both in-house strategies and third‑party managers. Its fee approach is flexible, combining percentage-of-AUM charges with hourly and fixed-fee arrangements. Service offerings emphasize comprehensive advisory work: financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, manager selection, and client education through publications and seminars. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser in the provided data.