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Home > Retirement Planners > ohio > concord > HICKORY ASSET MANAGEMENT, INC.
HICKORY ASSET MANAGEMENT, INC.
9930 Johnnycake Ridge Road
Suite 2b
Concord, Ohio 44060
Tel: 440-358-1330
About HICKORY ASSET MANAGEMENT, INC.
HICKORY ASSET MANAGEMENT, INC, formally registered with the SEC as HICKORY ASSET MANAGEMENT, INC. The firm was established in 11/01/2013. They have over 1 offices throughout the country.
HICKORY ASSET MANAGEMENT, INC. is a Concord, Ohio based Financial Planning firm with nearly $224,594,066 assets under management, offering retirement planning & investment advisory services to 782 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167955 |
| SEC# | 801-78647 |
| Assets Managed by Firm | $224,594,066 |
| No. of Clients | 782 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 782 | $224,594,066 |
| Individuals (other than high net worth individuals) | 210 | $73,351,035 |
| High net worth individuals | 53 | $139,157,286 |
| Pension and profit sharing plans | 3 | $12,085,745 |
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