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Building 2RALICKI WEALTH MANAGEMENT & TRUST SERVICES

Map pinSTUART, FL
Phone772-221-4508
NotebookSEC #801-124724
Total AUM
$129M
Employees
3
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1235 SE INDIAN STREET
SUITE 102
STUART
FL 34997
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
772-221-4508

ReceiptFinancials

Total AUM
$129M
Accounts
253
Discretionary
$122.4M
Accounts
249
Non-Discretionary
$6.6M
Accounts
4

ContactClients

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Individual Clients
68
AUM
$18.3M
HNW Individual Clients
30
AUM
$96.8M
Pension/Profit Sharing Plan Clients
4
AUM
$6.6M
Corporation or Business Clients
4
AUM
$2.5M
Other Clients
7
AUM
$4.8M
Description of Other Clients
TRUST ASSETS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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