Overview
Assets Under Management: $920 million
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 274
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 274
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,236
Discretionary Accounts: 1,236
Regulatory Filings
CRD Number: 142640
Filing ID: 1960886
Last Filing Date: 2025-03-18 12:04:00
Website: https://sikich.com