Unclaimed Profile

Damon Anson Ficklin

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

Series 7, Series 66Clean recordPOLEN CAPITAL MANAGEMENT, LLC

1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 4720164Firm CRD# 106093

Profile Verification

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

Identity

Damon Anson Ficklin · BOCA RATON, FL

Registration

CRD #4720164 · POLEN CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Damon Anson Ficklin is a registered financial advisor based in BOCA RATON, Florida, affiliated with POLEN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

AUM

$43.2B

Regulatory assets under management

Employees

173

Total firm employees

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4720164

Firm CRD# 106093

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Damon Anson Ficklin offer?

Damon Anson Ficklin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Damon Anson Ficklin's credentials?

Damon Anson Ficklin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Damon Anson Ficklin located?

Damon Anson Ficklin is based in BOCA RATON, Florida, working with POLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Damon Anson Ficklin charge for services?

Damon Anson Ficklin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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