Overview
Assets Under Management: $106 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 118
Average Client Assets: $0.7 million
Frequently Asked Questions
SICA WEALTH MANAGEMENT, LLC 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 #153625), SICA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SICA WEALTH MANAGEMENT, LLC is headquartered in MORRISTOWN, NJ.
SICA WEALTH MANAGEMENT, LLC serves 118 high-net-worth clients according to their SEC filing dated May 15, 2018. View client details ↓
According to their SEC Form ADV, SICA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SICA WEALTH MANAGEMENT, LLC manages $106 million in client assets according to their SEC filing dated May 15, 2018.
According to their SEC Form ADV, SICA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.42%
Average Client Assets: $0.7 million
Total Client Accounts: 784
Discretionary Accounts: 685
Non-Discretionary Accounts: 99
Regulatory Filings
CRD Number: 153625
Filing ID: 1218238
Last Filing Date: 2018-05-15 16:54:00