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HICKORY ASSET MANAGEMENT, INC.
HICKORY ASSET MANAGEMENT, INC.
CONCORD, Ohio
·
3 registered advisors
·
CRD# 167955
SEC# 801-78647
0
440-358-1330
01
Firm Overview
AUM
$225M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HICKORY ASSET MANAGEMENT, INC.
3 registered advisors
Daniel Gilbert Lescoezec
CONCORD, Ohio
CRD# 1858011
James Lynn Poer
CONCORD, Ohio
CRD# 1983357
Ryan Robert Robaugh
CONCORD, Ohio
CRD# 4249709
05
Office Locations
CONCORD, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. HICKORY ASSET MANAGEMENT, INC. (CRD# 167955) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.