Adviser Profile
| As of Date | 07/15/2019 |
| Registration status | Registration Changed to HICKORY WEALTH MANAGEMENT, LLC |
| ADV Location | SPRINGFIELD, MO, United States |
| AUM* | 15,077,366 |
| of that, discretionary | 12,779,093 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 218,513 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
13M
11M
9M
7M
5M
4M
2M
2018
2019
Private Funds
No private funds