Hickory Financial Group, LLC
Firm details
- Headquarters
- Hickory, North Carolina
- CRD number
- 306201
- Registered since
- December 10, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hickory Financial Group, LLC is an independent, state-registered advisory firm organized as an LLC and focused on serving individual and family clients. The firm provides portfolio management services aimed at individuals and small businesses and charges fees based on a percentage of assets under management. It reports that it is not an ESG-focused adviser, does not act as a capital allocator, and operates under single-state registration in North Carolina. The firm is described as newly formed and is owned by individual(s).
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 Equities83%
- Cash & Cash Equivalents17%
Contacts
1 of 1Mark Coffey
Managing member & Financial AdvisorCRD 2400035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hickory, NC
Catawba
Location
Hickory, NC
Headquartered in Hickory, NC, in the South of the United States.
- Region
- South
- County
- Catawba
- Address
- 42 3rd St Nw
- Time zone
- ET (UTC-5)
- Office locations
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