Hicks Management & Financial Services, LLC
RIAState Registered
Total AUM
$240K
Discretionary
$0
0% of AUM
Avg account
$26.7K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 309799
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hicks Management & Financial Services, LLC operates as a limited liability company focused on providing financial planning services, selection of other advisers, and educational seminars or workshops. The firm acts as a capital allocator, directing investments primarily in mutual funds and external alternative investment asset managers. While the firm does not engage in ESG investing, it offers a range of advisory activities to its clients, which may include individuals seeking tailored financial advice.
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 Equities60%
- US Government Bonds20%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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