Warnke/Nichols Ltd. (Delafield)
Warnke/Nichols Ltd. Is a Large Advisory Firm Based in Delafield. It Manages $139.2 Million of Regulatory Assets for 78 Client Accounts. It Has Been Registered...
Warnke/Nichols Ltd. is a large advisory firm based in Delafield. It manages $139.2 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Wisconsin.
Warnke/Nichols provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Warnke/Nichols: assets under management
The assets under management (AUM) of Warnke/Nichols Ltd. is $139.2 million. The firm's AUM has grown by 271% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $137.5 million in discretionary accounts and $1.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.7 million.
Investments
The firm invests in non-exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 15% of the firm’s portfolio. Investments in cash and cash equivalents form 12% of the total invested assets.
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