Porter Kickham
Firm details
- Headquarters
- Ellisville, Missouri
- CRD number
- 301103
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.66%
- Individuals35.34%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Porter Kickham is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, and it charges fees based on a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Porter Kickham does not identify as an active ESG investor and is not positioned as a multi-state or pension-focused adviser. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities36%
- Cash & Cash Equivalents5%
- Other2%
Contacts
1 of 1Michael Kickham
President, CCOCRD 1136961
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ellisville, MO
Saint Louis
Location
Ellisville, MO
Headquartered in Ellisville, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 16024 Manchester Rd
- Time zone
- CT (UTC-6)
- Office locations
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