Company Information

Get to know Donald W. Nicholson & Associates, Ltd.

Founded in 1988 by Don Nicholson, Donald W. Nicholson & Associates, Ltd. is a boutique investment counseling firm dedicated to serving high-net-worth individuals, families, foundations, and endowments. The firm's mission is to offer clients a high level of expertise in a personalized setting, focusing on long-term investment strategies and customized portfolio management. They operate on a fee-only basis to ensure their interests are aligned with their clients', acting as a fiduciary to provide objective financial guidance and stewardship of assets.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Donald W. Nicholson & Associates, Ltd.

United States

Founded in

1986 (40 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.