Hickok Advisory, LLC

RIAState Registered
Total AUM
$130K
Discretionary
$0
0% of AUM
Avg account
$130K
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth