St. Nicholas Private Asset Management, Inc. is an adviser based in Jacksonville. It manages $60.3 million of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.
St. Nicholas Private Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of St. Nicholas Private Asset Management, Inc. is $60.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1360% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay St. Nicholas Private Asset Management, Inc. for their services and products based on a percentage of assets under management. 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.
St. Nicholas Private Asset Management, Inc. is owned by Carl E. Waldrep. Allen Taylor Witham joined the executive team most recently as the Principal/Owner.
The principal office where St. Nicholas Private Asset Management, Inc. performs its advisory services is located at 6817 Southpoint Parkway, Jacksonville, FL 32216, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-470-0102 or by fax 904-470-0106. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.