Porter Kickham

RIASEC Registered
Total AUM
$52.1M
Discretionary
$52.1M
100% of AUM
Avg account
$214K
Accounts
243
Employees
3
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

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: Public Funds/Mutual Funds 57%, Exchange Traded Equities 36%, Cash & Cash Equivalents 5%, Other 2%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents5%
  • Other2%

Contacts

1 of 1
  • Michael Kickham

    President, CCOCRD 1136961

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth