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Nicholas Company

411 E. Wisconsin Ave., Ste 2100
Milwaukee, Wisconsin 53202
United States
 
Contact :      Mr. Lawrence Pavelec
Phone :       414-272-4650
Fax :             414-272-7867
Email :         lpavelec@nicholasfunds.com
Web :           http://www.nicholasfunds.com

Nicholas Company Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $4,638
Tax-Exempt Managed ($Mil) : $58
Taxable Assets Managed ($Mil) : $4,580
Year Founded : 1967
Wrap Programs Offered? : No
# of Accounts Managed : 21
In-House Research : 70 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Nicholas Company History

Nicholas Company, Inc. is an independently owned investment company based in Milwaukee,WI with origins back to 1967 when Albert, “Ab,” Nicholas founded the company. The company was founded on the philosophy of building wealth for our clients by investing for the long-term in securities of high quality companies offering significant growth potential. That same philosophy continues to define the firm today. The firm currently manages approximately $6.3 billion through privately managed accounts and six (6) mutual funds. The Nicholas Fund began in 1969. In 1977, the firm acquired the Wisconsin Income Fund, which was renamed Nicholas High Income Fund in 2005. In 1982, we introduced Nicholas II, and Nicholas Limited Edition was opened in 1987. Nicholas Money Market Fund came on board in 1988. Nicholas Equity Income Fund started in 1993.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
6
$27.57
 
Limited Partnership :
 
Foundations :
8
$47.64
ERISA :
Unions, Taft-Hartley :
Public :
Others :
7
$4562.95
Total # of Professional : 20 Analysts : 4
Portfolio Managers : 4 Traders : 2
Client Service : 2 Operation : 8

Nicholas Company Personnel

Mr.  Alex Powell

Researcher/Analyst
Tel : 414.755.6369
Email: apowell@nicholasfunds.com

Ms.  Amy Wetenkamp

Executive Assistant
Tel : 414-755-6380
Email: awetenkamp@nicholasfunds.com

Nicholas Company Product Name

Nicholas Multi Cap Growth Equity:Privately Managed Accounts
Nicholas Mid Cap Growth Equity:Privately Managed Accounts
Nicholas Small Cap Growth Equity:Privately Managed Accounts
Nicholas Equity Income:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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