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Building 2SIKICH FINANCIAL

Map pinSPRINGFIELD, IL
Phone217-862-1843
NotebookSEC #801-110142
Total AUM
$1.2B
Employees
22
Clients
1,164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3051 HOLLIS DRIVE
3RD FLOOR
SPRINGFIELD
IL 62704
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
217-862-1843
Other Offices
10

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,482
Discretionary
$1.2B
Accounts
2,482
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
919
AUM
$406.3M
HNW Individual Clients
205
AUM
$707.6M
Charitable Organization Clients
26
AUM
$59.1M
Corporation or Business Clients
14
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAILINKYMIMNMOOHPASDTXWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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