WICKHAM FINANCIAL & INSURANCE SERVICES

331 Washington Avenue Ne
Marietta, Georgia 30060
Tel: 770-424-8711

About WICKHAM FINANCIAL & INSURANCE SERVICES

WICKHAM FINANCIAL & INSURANCE SERVICES, formally registered with the SEC as WICKHAM FINANCIAL & INSURANCE SERVICES. The firm was established in 04/22/2022. They have over 1 offices throughout the country.

WICKHAM FINANCIAL & INSURANCE SERVICES is a Marietta, Georgia based Financial Planning firm with nearly $144,405,158 assets under management, offering retirement planning & investment advisory services to 693 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307299
SEC#	801-124758
Assets Managed by Firm	$144,405,158
No. of Clients	693
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	693	$144,405,158
Individuals (other than high net worth individuals)	269	$75,749,975
High net worth individuals	18	$65,868,410
Pension and profit sharing plans	2	$2,786,773

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