1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HICKORY ASSET MANAGEMENT, INC.

Map pinCONCORD, OH
Phone440-358-1330
NotebookSEC #801-78647
Total AUM
$249.3M
Employees
3
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9930 JOHNNYCAKE RIDGE ROAD
SUITE 2B
CONCORD
OH 44060
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
440-358-1330

ReceiptFinancials

Total AUM
$249.3M
Accounts
787
Discretionary
$224.7M
Accounts
773
Non-Discretionary
$24.6M
Accounts
14

ContactClients

View more in analytics →

Individual Clients
191
AUM
$58.2M
HNW Individual Clients
70
AUM
$177.1M
Pension/Profit Sharing Plan Clients
3
AUM
$14M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 60 business affiliates.
Claimed Affiliates
Reported as an affiliate by 8 other businesses.

Feature requires an account