BICKLEY INVESTMENTS, LLC
Firm details
- Headquarters
- MACON, Georgia
- CRD number
- 326843
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bickley Investments, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor, nor as a multi-state adviser. It does not act as a capital allocator, pension consultant, or related adviser, and it is not presented as a newly formed advisory business.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1BRITIAN BICKLEY
Investment AdviserCRD 4030541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MACON, GA
BIBB
Location
MACON, GA
Headquartered in MACON, GA, anchoring the Macon-Bibb County--Warner Robins, GA metro in the South.
- Metro area
- Macon-Bibb County--Warner Robins, GA
- Region
- South
- County
- BIBB
- Address
- 305 Carrick Way
- Time zone
- ET (UTC-5)
- Office locations
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