NICOLETTE FINANCIAL ADVISORS LLC

NICOLETTE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 146429). Regulatory assets under management: $25.9M.

Registration

• CRD: 146429
• Type: Registered investment adviser
• Phone: 703-727-2717
• Latest filing: 2026-01-14
• Regulatory AUM: $25.9M
• Non-discretionary AUM: $25.9M
• Clients: 1
• Accounts: 104

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146429 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search