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Building 2HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

Map pinCARY, NC
Phone919-851-5512
NotebookSEC #801-126797
Total AUM
$119.6M
Employees
4
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1145 EXECUTIVE CIRCLE
SUITE C
CARY
NC 27511
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
919-851-5512

ReceiptFinancials

Total AUM
$119.6M
Accounts
570
Discretionary
$119.6M
Accounts
568
Non-Discretionary
$6K
Accounts
2

ContactClients

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Individual Clients
125
AUM
$43.6M
HNW Individual Clients
37
AUM
$76M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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

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