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Building 2WICKHAM FINANCIAL & INSURANCE SERVICES

Map pinMARIETTA, GA
Phone770-424-8711
NotebookSEC #801-124758
Total AUM
$193M
Employees
4
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$193M
Accounts
795
Discretionary
$76.8M
Accounts
207
Non-Discretionary
$116.1M
Accounts
588

ContactClients

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Individual Clients
255
AUM
$75.8M
HNW Individual Clients
53
AUM
$116M
Other Clients
1
AUM
$1.2M
Description of Other Clients
401KS

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCSCTNTX

HandshakeAffiliates

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

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