BICKLEY INVESTMENTS, LLC

RIASEC Registered
Total AUM
$447
Discretionary
$447
100% of AUM
Avg account
$447
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
MACON, Georgia
CRD number
326843
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • BRITIAN BICKLEY

    Investment AdviserCRD 4030541

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth