WICKHAM FINANCIAL & INSURANCE SERVICES
Firm details
- Headquarters
- MARIETTA, Georgia
- CRD number
- 307299
- Registered since
- April 22, 2022
- Website
- www.wickhamservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.11%
- Individuals39.27%
- Other0.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wickham Financial & Insurance Services is an independent registered investment adviser organized as a corporation and registered with the SEC in 2022. Ownership is held by an individual principal and the firm serves predominantly individual and family clients on a percentage-of-AUM fee model. Advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also operates as an insurance broker, which suggests insurance products are integrated into client solutions. Wickham does not identify as an active ESG investor and is not structured as a multi-state capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds54%
- Exchange Traded Equities44%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
1 of 1GRAHAM WICKHAM
President and CEOCRD 2508545
Contacts
2 of 2JENNIFER Smalley
Associate Investment AdvisorCRD 6556319
MICHAEL BEECHER
Financial Advisor, AgentCRD 3041464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARIETTA, GA
COBB
Location
MARIETTA, GA
Headquartered in MARIETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COBB
- Address
- 331 Washington Ave NE
- Time zone
- ET (UTC-5)
- Office locations
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