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Building 2WICKHAM FINANCIAL & INSURANCE SERVICES

Map pinMARIETTA, GA
Phone770-424-8711
NotebookSEC #801-118104
Total AUM
$76.3M
Employees
3
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
331 WASHINGTON AVENUE
MARIETTA
GA 30060
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
770-424-8711

ReceiptFinancials

Total AUM
$76.3M
Accounts
551
Discretionary
$0
Accounts
0
Non-Discretionary
$76.3M
Accounts
551

ContactClients

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Individual Clients
300
AUM
$56.5M
HNW Individual Clients
8
AUM
$19.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCTNTX

HandshakeAffiliates

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

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