SIKICH FINANCIAL

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$476K

Accounts

2,482

Employees

Advisory reps

Firm details

Headquarters: SPRINGFIELD, Illinois
CRD number: 142640
Registered since: March 24, 2017
Website: www.sikich.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.95%
Individuals34.43%
Charitable Organizations5.01%
Corporations / Businesses0.61%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sikich Financial is a limited liability company registered as an investment adviser in 2017 that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, and educational programming. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. Sikich Financial is not identified as an active ESG investor. The firm maintains relationships with industry partners that include a broker-dealer, accounting firms and an insurance company. Sikich Financial was recognized in FA Magazine’s Top RIA Firms list in 2020.