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Adam Pickett

CG TECHNOLOGIES, LLC·MOUNDSVILLE, West Virginia
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32 HIDDEN VIEW DRIVE, MOUNDSVILLE, WV 26041CRD# 6234087Firm CRD# 168695
01

About

Adam Pickett is a registered financial advisor based in MOUNDSVILLE, West Virginia, affiliated with CG TECHNOLOGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORT HENRY CAPITAL, LLC
FORT HENRY CAPITAL, LLC
AUM
$222M
Regulatory assets under management
Employees
2
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6234087
Firm CRD# 168695
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Pickett offer?
Adam Pickett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNDSVILLE, West Virginia for a consultation.
What are Adam Pickett's credentials?
Adam Pickett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Pickett located?
Adam Pickett is based in MOUNDSVILLE, West Virginia, working with CG TECHNOLOGIES, LLC. Their office serves clients in the MOUNDSVILLE metropolitan area and surrounding communities.
How does Adam Pickett charge for services?
Adam Pickett'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 CG TECHNOLOGIES, LLC?
CG TECHNOLOGIES, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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