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Building 2BICKLING FINANCIAL SERVICES, INC.

Map pinLEXINGTON, MA
Phone781-862-9792
NotebookSEC #801-81187
Total AUM
$735M
Employees
13
Clients
890

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 BEDFORD STREET
SUITE 15
LEXINGTON
MA 02420
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-862-9792
Other Offices
3

ReceiptFinancials

Total AUM
$735M
Accounts
3,440
Discretionary
$612.8M
Accounts
2,024
Non-Discretionary
$122.2M
Accounts
1,416

ContactClients

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Individual Clients
607
AUM
$140.1M
HNW Individual Clients
247
AUM
$463.4M
Pension/Profit Sharing Plan Clients
30
AUM
$113M
Charitable Organization Clients
5
AUM
$10.7M
Corporation or Business Clients
1
AUM
$7.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMAMENENHNYRITXVAVT

HandshakeAffiliates

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

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