Nichols, James William is an adviser based in Bangor. It manages $43.9 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Maine, and New Hampshire.
Nichols, James William provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nichols, James William is $43.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Nichols, James William for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Nichols, James William performs its advisory services is located at 175 Exchange Street, Bangor, ME 04401 The mailing address of the firm is P.O. Box 904, Bangor, ME 04402 0904. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-942-8737 or by fax 207-990-1310. The normal business hours are 9 am to 4 pm on Monday - Friday.