Hickory Financial Group, LLC
Firm details
- Headquarters
- Hickory, North Carolina
- CRD number
- 306201
- Registered since
- December 10, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hickory Financial Group, LLC is a small, SEC-registered advisory firm formed as an LLC and registered in 2019. The firm is individually owned and focuses on portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management and it reports no active ESG investing program. Hickory identifies its client base as individuals and families and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents17%
Contacts
1 of 1Mark Coffey
Managing member & Financial AdvisorCRD 2400035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hickory, NC
Catawba
Location
Hickory, NC
Headquartered in Hickory, NC, in the South of the United States.
- Region
- South
- County
- Catawba
- Address
- 42 3rd St Nw
- Time zone
- ET (UTC-5)
- Office locations
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