SIKICH FINANCIAL

3051 Hollis Drive
3rd Floor
Springfield, Illinois 62704
Tel: 217-862-1843

About SIKICH FINANCIAL

SIKICH FINANCIAL, formally registered with the SEC as SIKICH FINANCIAL. The firm was established in 03/24/2017. They have over 10 offices throughout the country.

SIKICH FINANCIAL is a Springfield, Illinois based Financial Planning firm with nearly $749,061,756 assets under management, offering retirement planning & investment advisory services to 2141 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142640
SEC#	801-110142
Assets Managed by Firm	$749,061,756
No. of Clients	2141
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2141	$749,061,756
Individuals (other than high net worth individuals)	862	$377,632,854
High net worth individuals	149	$317,197,650
Charitable organizations	25	$48,553,587
Corporations or other businesses	15	$5,677,665

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INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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