Adviser Profile
| As of Date | 05/27/2020 |
| Registration status | Registration Changed to WICKHAM FINANCIAL GROUP, INC. |
| ADV Location | MARIETTA, GA, United States |
| AUM* | 76,327,899 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| % High Net Worth | 2.60% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
76M
65M
55M
44M
33M
22M
11M
2020
Private Funds
No private funds