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Home > Retirement Planners > pennsylvania > wayne > WICK CAPITAL PARTNERS, LLC
WICK CAPITAL PARTNERS, LLC
150 N. Radnor Chester Road
Suite A225
Wayne, Pennsylvania 19087
Tel: 215-302-3535
About WICK CAPITAL PARTNERS, LLC
WICK CAPITAL PARTNERS, LLC, formally registered with the SEC as WICK CAPITAL PARTNERS, LLC. The firm was established in 11/23/2018. They have over 2 offices throughout the country.
WICK CAPITAL PARTNERS, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $430,425,208 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299194 |
| SEC# | 801-114337 |
| Assets Managed by Firm | $430,425,208 |
| No. of Clients | 824 |
| No. of Advisors | 10 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 824 | $430,425,208 |
| Individuals (other than high net worth individuals) | 99 | $56,431,113 |
| High net worth individuals | 98 | $373,994,095 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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