SICKLE HUNTER FINANCIAL ADVISORS

RIASEC Registered

Total AUM

$45M

Discretionary

$45M

100% of AUM

Avg account

$450K

Accounts

100

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 172256
Website: www.sicklehunter.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC, BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals66.67%
HNWI33.33%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sickle Hunter Financial Advisors operates as an independent registered investment advisor (RIA) focused on serving individual and family clients. The firm is structured as a corporation and is owned by an individual. Sickle Hunter offers a range of financial services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. They also engage in educational activities such as seminars and workshops. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.