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 owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee menu includes asset-based fees, hourly charges, and fixed fees. The adviser does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm lists professional relationships with accounting and law firms among its industry affiliations.
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
1 of 1
Eric Hickok
Chief Compliance OfficerCRD 5249393
Contacts
1 of 1
Robert Trieu
Vice PresidentCRD 6328658
Wealth 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
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