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Wickham Financial Group, Inc.

● SEC registered since 2022CRD 307299SEC# 801-124758Marietta, GA
Export (members)
Reg. AUM
$145.8M
Employees
4
Accounts
722
Location
Marietta, GA

Wickham Financial Group, Inc. assets under management

Wickham Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Marietta, GA. The firm has been registered since 2022. It reports $145.8 million in regulatory assets under management and employs 4 people.
www.wickhamservices.comView on SEC.gov ↗

Wickham Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Graham Stewart Wickham ControlPresident & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Wickham Financial Group, Inc. manage?

Wickham Financial Group, Inc. reports $145.8 million in regulatory assets under management on its Form ADV.

How many employees does Wickham Financial Group, Inc. have?

Wickham Financial Group, Inc. reports 4 employees.

Where is Wickham Financial Group, Inc. located?

Wickham Financial Group, Inc. is based in Marietta, GA and has been SEC-registered since 2022.

Does Wickham Financial Group, Inc. disclose fund performance?

Wickham Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address331 Washington Avenue NE, Marietta, GA 30060
Phone770-424-8711
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$34.7M
Non-discretionary$111.1M
Total (RAUM)$145.8M