SICK ADVISORY SERVICES
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 329803
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Sick Advisory Services operates as a Limited Liability Company and provides a range of financial planning services. The firm engages in various advisory activities, including the publication of periodicals or newsletters and conducting educational seminars and workshops. While it does not classify itself as a capital allocator or an ESG investor, it focuses on delivering tailored financial advice to its clients through a fee structure that includes hourly charges and fixed fees.
Assets & Accounts
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
Contacts
1 of 1Dale Hershman
PrincipalCRD 7872200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 290 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DAWSON JAMES ASSET MANAGEMENT, INC.
RIABOCA RATON, FL
SEMUS WEALTH PARTNERS, LLC
RIABOCA RATON, FL
WHITESTAR ADVISORS, LLC
RIABOCA RATON, FL
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
RIABOCA RATON, FL
SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
RIABOCA RATON, FL
VENTUREMFO LLC
RIABOCA RATON, FL