HICOK FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339582
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.91%
- Individuals19.13%
- Pension & Profit Sharing Plans8.96%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hicok Financial Solutions, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. The firm also operates as an insurance broker and bills clients via a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor.
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 Equities97%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Other1%
Contacts
1 of 1DAVID HICOK
FounderCRD 4051459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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