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Nikulski Financial, Inc.
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Bettendorf, Iowa
$186.2 million AUM
1 office

Nikulski Financial, Inc. is based in Bettendorf, Iowa and has $186.2 million in assets under management.

Location
3289 Utica Ridge Road
Bettendorf, IA 52722
$186.2 million
AUM
4
Employees
AUM Share
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$186,179,070
Assets under management
1,003 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 213 $50,017,585 27% $234,824
High net worth individuals 68 $125,275,116 67% $1,842,281
Pension and profit sharing plans 4 $10,072,094 5% $2,518,024
Charitable organizations 1 $814,275 0% $814,275
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$186,179,070
Assets under management
$46,544,768
AUM per employee
$62,059,690
AUM per investment analyst
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Compensation

Nikulski Financial, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Nikulski Financial, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 151,569
SEC number 801-109933
Legal structure Corporation
Legal governance Iowa, United States
Latest ADV filing date May 13, 2020

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