NILES ASSET MANAGEMENT, INC

Overview

Niles Asset Management, Inc. is an independent, privately owned registered investment adviser that serves a mix of individual, family and institutional clients. The firm’s business is centered on financial planning and discretionary portfolio management for individuals and small businesses. Its stated investment preference is equities, and a substantial portion of client capital is held in exchange-traded equities. The firm is not positioned as a capital allocator—rather, it places client assets with external managers and uses third‑party vehicles where appropriate. Fee arrangements include asset‑based fees and other fee types. Niles Asset Management is not an active ESG investor, is not registered as a multi‑state adviser, and does not operate as a pension consultant.

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Public Holdings

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Location & Offices