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Nies Schluchter & Associates, Inc. (St. Cloud)


Nies Schluchter & Associates, Inc. is a large advisory firm based in St. Cloud. It manages $25.34 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2001.




Nies Schluchter & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Nies Schluchter & Associates: assets under management

The assets under management (AUM) of Nies Schluchter & Associates, Inc. is $25.34 million. 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 firm manages $11.1 million in discretionary accounts and $14.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $148 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $195.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nies Schluchter & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Cloud

The principal office where Nies Schluchter & Associates, Inc. performs its advisory services is located at 1010 West St. Germain Street, St. Cloud, MN 56301, 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 320-203-6543 or by fax 320-203-6546. The normal business hours are 8 am - 5 pm on Monday - Friday.


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