Hulick Capital Management LLC

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Assets, Funds, Holdings

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Hulick Capital Management LLC
CRD #167343
SEC #801-107190
CIK #
AUM
Employees 9 (100% Investors, 33% Brokers)
Phone626-657-0559
Address790 E Colorado Blvd
Pasadena, CA 91101
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
15012090603002010201420192024
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 180 29.6
(b) Individuals (high net worth individuals) 34 93.8
(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 0 2.0
(h) Charitable organizations 0 4.0
(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 16 15.3
(n) Other 0 0.0
Total 526 144.7
By Discretionary
Discretionary 453 125.5
Non-Discretionary 73 19.2
Total 526 144.7
By Non-United States Persons
Non-United States Persons 1.3
United States Persons 143.4
Total 526 144.7
Related Firms State AUM ($B)
Strategy Asset Managers LLC
CA 0.7
Hulick Capital Management LLC
CA 0.0
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