|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hicks & Associates Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 323171 |
| SEC # | 801-126797 |
| CIK # | |
| AUM | $97.3 M (2025-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 919-851-5512 |
| Address | 1145 Executive Circle Cary, NC 27511 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 42.4 |
| (b) Individuals (high net worth individuals) | 33 | 54.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 548 | 97.3 |
| By Discretionary | ||
| Discretionary | 548 | 97.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 548 | 97.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.3 | |
| Total | 548 | 97.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Carry Advisors LLC
✚
|
NY | 0.1 |
|
Pacific Wealth Advisory Services LLC
✚
|
CA | 0.1 |
|
Greycliff Wealth Management LLC
✚
|
NY | 0.1 |
|
Finhabits Advisors LLC
✚
|
NY | 0.1 |
|
Reitz Capital Advisors LLC
✚
|
MI | 0.1 |
|
Garrett Nagle & Co Inc
✚
|
MA | 0.1 |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
Granite Value Capital LLC
✚
|
NH | 0.1 |
|
Stranberg Capital LLC
✚
|
TX | 0.1 |