NG
NG

Nicholas Andrew Goldthorpe

2 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
254 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$432.9M

Fee Structure

Minimum Investment:$500K
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Location

319 Miller Avenue, Mill Valley, CA, 94941

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Assembly Wealth
February 2025 - Present · 1 yr
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - January 2025 · 10 mos
J.P. Morgan Securities LLCBroker
September 2023 - January 2025 · 1 yr 4 mos
J.P. Morgan Private Wealth Advisors LLC
July 2023 - January 2025 · 1 yr 6 mos
First Republic Securities Company, LLCBroker
December 2022 - September 2023 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.