Unclaimed Profile

David Wank

HULICK CAPITAL MANAGEMENT LLC·PASADENA, California

Clean recordHULICK CAPITAL MANAGEMENT LLC

790 E. COLORADO BLVD., PASADENA, CA 91101CRD# 6773082Firm CRD# 167343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wank · PASADENA, CA

Registration

CRD #6773082 · HULICK CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Wank is a registered financial advisor based in PASADENA, California, affiliated with HULICK CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HULICK CAPITAL MANAGEMENT LLC

HOLLY STREET WEALTH ADVISORS

AUM

$145M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HULICK CAPITAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6773082

Firm CRD# 167343

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Wank offer?

David Wank specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are David Wank's credentials?

David Wank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wank located?

David Wank is based in PASADENA, California, working with HULICK CAPITAL MANAGEMENT LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does David Wank charge for services?

David Wank's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HULICK CAPITAL MANAGEMENT LLC?

HULICK CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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