Overview
Assets Under Management: $735 million
Headquarters: LEXINGTON, MA
High-Net-Worth Clients: 247
Average Client Assets: $1.9 million
Frequently Asked Questions
BICKLING FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128544), BICKLING FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
BICKLING FINANCIAL SERVICES, INC. is headquartered in LEXINGTON, MA.
BICKLING FINANCIAL SERVICES, INC. serves 247 high-net-worth clients according to their SEC filing dated March 20, 2023. View client details ↓
According to their SEC Form ADV, BICKLING FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BICKLING FINANCIAL SERVICES, INC. manages $735 million in client assets according to their SEC filing dated March 20, 2023.
According to their SEC Form ADV, BICKLING FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 247
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.05%
Average Client Assets: $1.9 million
Total Client Accounts: 3,440
Discretionary Accounts: 2,024
Non-Discretionary Accounts: 1,416
Regulatory Filings
CRD Number: 128544
Filing ID: 1734312
Last Filing Date: 2023-03-20 09:09:00