Nicolet Advisory Services, LLC
● SEC registered since 2016CRD 283940SEC# 801-108012Green Bay, WI
Reg. AUM
$4.29B
Employees
75
Accounts
9,812
Location
Green Bay, WI
Nicolet Advisory Services, LLC assets under management
Nicolet Advisory Services, LLC is an SEC-registered investment adviser based in Green Bay, WI. The firm has been registered since 2016. It reports $4.3 billion in regulatory assets under management and employs 75 people.
Nicolet Advisory Services, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam E Longlais Control | Chief Investment Officer | Under 5% | 2020 |
| Andrew John Maertz Control | Vp, Director Of Sales Enablement & Support Services | Under 5% | 2025 |
| H. Phillip Moore Control | Chief Financial Officer | Under 5% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Nicolet Advisory Services, LLC manage?
Nicolet Advisory Services, LLC reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Nicolet Advisory Services, LLC have?
Nicolet Advisory Services, LLC reports 75 employees.
Where is Nicolet Advisory Services, LLC located?
Nicolet Advisory Services, LLC is based in Green Bay, WI and has been SEC-registered since 2016.
Does Nicolet Advisory Services, LLC disclose fund performance?
Nicolet Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 N. Washington Street, Green Bay, WI 54301 |
| Phone | 920-430-1400 |
| Fax | 920-617-5593 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1174850 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.29B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$4.29Bregulatory AUM
Discretionary $4.29BNon-discretionary $1.6M