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| Hulick Capital Management LLC
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|---|---|
| CRD # | 167343 |
| SEC # | 801-107190 |
| CIK # | |
| AUM | |
| Employees | 9 (100% Investors, 33% Brokers) |
| Phone | 626-657-0559 |
| Address | 790 E Colorado Blvd Pasadena, CA 91101 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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
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|
CA | 0.7 |
|
Hulick Capital Management LLC
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|
CA | 0.0 |