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Hickory Asset Management Inc
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CRD # | 167955 |
SEC # | 801-78647 |
CIK # | |
AUM | $191.6 MM (2023-01-26) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 440-358-1330 |
Address | 9930 Johnnycake Ridge Road Concord, OH 44060 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 226 | 68.3 |
(b) Individuals (high net worth individuals) | 47 | 113.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 9.6 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 793 | 191.6 |
By Discretionary | ||
Discretionary | 774 | 173.6 |
Non-Discretionary | 19 | 18.1 |
Total | 793 | 191.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 191.6 | |
Total | 793 | 191.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Estate Management Counselors LLC
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GA | 0.2 |
Spectra Investment Management LLC
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|
FL | 0.2 |
Magnolia Capital Management Ltd
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|
NY | 0.2 |
Integrated Capital Management Inc
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|
PA | 0.2 |
Smith Brown & Groover Inc
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|
GA | 0.2 |
United Financial Planning Group LLC
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|
NY | 0.2 |
Garrison Murphy Wealth Management LLC
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|
NY | 0.2 |
Portico Wealth Advisors LLC
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|
CA | 0.2 |
Focus Wealth Advisors LLC
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|
TX | 0.2 |
Miller Capital Partners Inc
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|
MI | 0.2 |