788 W Church Street
Jasper, Georgia 30143
Tel: 706-253-7285
KIKER WEALTH MANAGEMENT, LLC, formally registered with the SEC as KIKER WEALTH MANAGEMENT, LLC. The firm was established in 04/02/2014. They have over 2 offices throughout the country.
KIKER WEALTH MANAGEMENT, LLC is a Jasper, Georgia based Financial Planning firm with nearly $268,580,103 assets under management, offering retirement planning & investment advisory services to 1933 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 154405 |
SEC# | 801-79392 |
Assets Managed by Firm | $268,580,103 |
No. of Clients | 1933 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1933 | $268,580,103 |
Individuals (other than high net worth individuals) | 749 | $148,896,935 |
High net worth individuals | 54 | $109,069,420 |
Pension and profit sharing plans | 6 | $10,613,748 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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