HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

CARY, North Carolina·1 registered advisor·CRD# 323171
SEC# 801-1267970919-851-5512
01

Firm Overview

AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC

1 registered advisor
Carman Theodore Hicks
CARY, North Carolina
05

Office Locations

CARY, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC (CRD# 323171) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.