Adviser Profile
| As of Date | 06/26/2025 |
| Registration status | Registration Changed to WALLICK INVESTMENTS, LLC |
| ADV Location | COLUMBIA, SC, United States |
| Contact Info | 803 xxxxxxx |
| Websites |
| AUM* | 112,397,270 13% |
| of that, discretionary | 112,397,270 13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 486,568 10% |
| % High Net Worth | 9.09% 8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds