Hickok Advisory, LLC
Firm details
- Headquarters
- Campbell, California
- CRD number
- 333663
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hickok Advisory, LLC is an independent registered investment adviser organized as a limited liability company and based in California. The firm is individually owned and focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The firm reports no active ESG investing program, does not act as a capital allocator, and operates with limited geographic reach rather than as a multi-state adviser. Hickok Advisory lists relationships with outside accountants and law firms as part of its business network.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Campbell, CA
Santa Clara
Location
Campbell, CA
Headquartered in Campbell, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 2110 S Bascom Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Desai Wealth LLC
RIACampbell, CA
Alta Financial Group
RIACampbell, CA
Behage Financial
RIACampbell, CA
Entrust Investment Services, Inc
RIACampbell, CA
Seek First Inc.
RIACampbell, CA
Mine & Arao Wealth Creation and Management, LLC
RIACampbell, CA