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Building 2KIKER WEALTH MANAGEMENT, LLC

Map pinJASPER, GA
Phone706-253-7285
NotebookSEC #801-79392
Total AUM
$395.1M
Employees
9
Clients
901

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
788 W CHURCH STREET
JASPER
GA 30143
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
706-253-7285
Other Offices
1

ReceiptFinancials

Total AUM
$395.1M
Accounts
2,571
Discretionary
$395.1M
Accounts
2,571
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
814
AUM
$199.1M
HNW Individual Clients
80
AUM
$180.2M
Pension/Profit Sharing Plan Clients
7
AUM
$15.8M

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
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALAZCAFLGAILLAMAMDMIMNMONCNENHNMNYOHORPATNTXVAWA

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

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