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Building 2HICKORY FINANCIAL GROUP, LLC

Map pinHICKORY, NC
Phone(828) 455-1967
NotebookSEC #801-117740
Total AUM
$4.5M
Employees
1
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2017 N. CENTER STREET
HICKORY
NC 28601
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(828) 455-1967

ReceiptFinancials

Total AUM
$4.5M
Accounts
30
Discretionary
$4.5M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
21
AUM
$4.2M
HNW Individual Clients
1
AUM
$315K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES SHARED WITH THIRD PARTY ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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