Nicholas Holmes
Nicholas Holmes is a registered investment advisor at Intellicents Investment Solutions INC, based in Golden, CO, with 17 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
1111 Washington Avenue, Suite 115, Golden, CO, 80401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nicholas is the Chief Compliance Officer (CCO) for Intellicents Investment Solutions, Inc., dedicating nearly full-time hours to compliance duties. He is also the Managing Partner/Owner of Semloh Solutions, LLC, providing IT and compliance consulting services, which takes about half of his time.
Employment History
Current Registrations
Intellicents Investment Solutions INC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Jackson National Life Distributors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Gwfs Equities, INC.Broker
1st Global Capital CORP.Broker
TD Ameritrade Clearing, INC.Broker
State Registrations8 states
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