NICHOLS INVESTMENT ADVISORY SERVICES

NICHOLS INVESTMENT ADVISORY SERVICES of MASHPEE, MA is an SEC-registered investment adviser (CRD 128465). Regulatory assets under management: $29.0M.

Registration

• CRD: 128465
• Type: Registered investment adviser
• Location: TWENTY TWO STEEPLE STREET, MASHPEE, MA, 02649
• Phone: 508-539-1155
• Latest filing: 2026-03-10
• Regulatory AUM: $29.0M
• Discretionary AUM: $29.0M
• Clients: 1
• Accounts: 100

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128465 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search