SAFFORD NICHOLAS H & CO INC
CRD #104740 SEC #801-19482 ROCKPORT, MA 978-546-2462
SEC Registered
Total AUM
$1.9B
Discretionary
$59.3M
Employees
8
Clients
--
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.9B | $59.3M | $1.8B | 8 | 2 |
| Mar 2025 | $1.9B | $59.3M | $1.8B | 9 | 2 |
| May 2024 | $1.8B | $54.4M | $1.7B | 9 | 2 |
| Mar 2024 | $1.8B | $54.4M | $1.7B | 9 | 2 |
| Nov 2023 | $1.6B | $50.6M | $1.6B | 9 | 3 |
| Mar 2023 | $1.6B | $50.6M | $1.6B | 9 | 3 |
| Apr 2022 | $1.9B | $54.5M | $1.8B | 8 | 3 |
| Mar 2022 | $1.9B | $54.5M | $1.8B | 8 | 3 |
| Mar 2021 | $1.6B | $58.3M | $1.6B | 7 | 4 |
| Jun 2020 | $1.4B | $41.9M | $1.4B | 7 | 4 |
| May 2020 | $1.4B | $41.9M | $1.4B | 7 | 4 |
| Mar 2020 | $1.4B | $41.9M | $1.4B | 7 | 4 |
| Mar 2019 | $1.1B | $38.2M | $1.1B | 8 | 5 |
| Mar 2018 | $1.2B | $38.2M | $1.2B | 8 | 5 |
| Mar 2017 | $1.1B | $34M | $1B | 8 | 100 |
| Mar 2016 | $931.8M | $14.8M | $916.9M | 6 | 100 |
| Mar 2015 | $1B | $15.7M | $993.8M | 6 | 100 |
| Mar 2014 | $938M | $16.5M | $921.5M | 5 | 100 |
| Apr 2013 | $551.9M | $16.8M | $535.1M | 5 | 26 |
| Mar 2012 | $482.6M | $15.4M | $467.1M | 6 | 26 |
| Mar 2011 | $447.9M | $13.7M | $434.1M | 10 | -- |
| Mar 2007 | $533.3M | $16M | $517.4M | 10 | -- |
| Dec 2005 | $508.6M | $15M | $493.6M | 10 | -- |
| Sep 2005 | $508.6M | $15M | $493.6M | 10 | -- |
| Mar 2004 | $488.3M | $13.6M | $474.6M | 10 | -- |
| Mar 2002 | $408.8M | $31.7M | $377.1M | 5 | -- |
DateJun 2025
Total AUM$1.9B
Discretionary$59.3M
Non-Disc.$1.8B
Employees8
Clients2
DateMar 2025
Total AUM$1.9B
Discretionary$59.3M
Non-Disc.$1.8B
Employees9
Clients2
DateMay 2024
Total AUM$1.8B
Discretionary$54.4M
Non-Disc.$1.7B
Employees9
Clients2
DateMar 2024
Total AUM$1.8B
Discretionary$54.4M
Non-Disc.$1.7B
Employees9
Clients2
DateNov 2023
Total AUM$1.6B
Discretionary$50.6M
Non-Disc.$1.6B
Employees9
Clients3
DateMar 2023
Total AUM$1.6B
Discretionary$50.6M
Non-Disc.$1.6B
Employees9
Clients3
DateApr 2022
Total AUM$1.9B
Discretionary$54.5M
Non-Disc.$1.8B
Employees8
Clients3
DateMar 2022
Total AUM$1.9B
Discretionary$54.5M
Non-Disc.$1.8B
Employees8
Clients3
DateMar 2021
Total AUM$1.6B
Discretionary$58.3M
Non-Disc.$1.6B
Employees7
Clients4
DateJun 2020
Total AUM$1.4B
Discretionary$41.9M
Non-Disc.$1.4B
Employees7
Clients4
DateMay 2020
Total AUM$1.4B
Discretionary$41.9M
Non-Disc.$1.4B
Employees7
Clients4
DateMar 2020
Total AUM$1.4B
Discretionary$41.9M
Non-Disc.$1.4B
Employees7
Clients4
DateMar 2019
Total AUM$1.1B
Discretionary$38.2M
Non-Disc.$1.1B
Employees8
Clients5
DateMar 2018
Total AUM$1.2B
Discretionary$38.2M
Non-Disc.$1.2B
Employees8
Clients5
DateMar 2017
Total AUM$1.1B
Discretionary$34M
Non-Disc.$1B
Employees8
Clients100
DateMar 2016
Total AUM$931.8M
Discretionary$14.8M
Non-Disc.$916.9M
Employees6
Clients100
DateMar 2015
Total AUM$1B
Discretionary$15.7M
Non-Disc.$993.8M
Employees6
Clients100
DateMar 2014
Total AUM$938M
Discretionary$16.5M
Non-Disc.$921.5M
Employees5
Clients100
DateApr 2013
Total AUM$551.9M
Discretionary$16.8M
Non-Disc.$535.1M
Employees5
Clients26
DateMar 2012
Total AUM$482.6M
Discretionary$15.4M
Non-Disc.$467.1M
Employees6
Clients26
DateMar 2011
Total AUM$447.9M
Discretionary$13.7M
Non-Disc.$434.1M
Employees10
Clients--
DateMar 2007
Total AUM$533.3M
Discretionary$16M
Non-Disc.$517.4M
Employees10
Clients--
DateDec 2005
Total AUM$508.6M
Discretionary$15M
Non-Disc.$493.6M
Employees10
Clients--
DateSep 2005
Total AUM$508.6M
Discretionary$15M
Non-Disc.$493.6M
Employees10
Clients--
DateMar 2004
Total AUM$488.3M
Discretionary$13.6M
Non-Disc.$474.6M
Employees10
Clients--
DateMar 2002
Total AUM$408.8M
Discretionary$31.7M
Non-Disc.$377.1M
Employees5
Clients--