B
$447 Total AUM
$447 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-14-2023
- Office Locations
- 1
Office Locations
305 Carrick WAY Macon GA
About Bickley Investments, LLC
Bickley Investments, LLC is an owner-operated RIA in Macon, GA serving retail clients, including entrepreneurs, with financial and estate planning alongside portfolio management. The firm emphasizes asset allocation using public funds such as ETFs, mutual funds, and fixed income, and primarily custodies assets with major platforms like Schwab or Fidelity/NFS.
Team overview
-- AVG AGE
$447 AVG AUM / ADVISOR
$447 AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRITIAN GREENBERRY BICKLEY
Chief Compliance Officer, Owner
- CRD
- #4030541
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $447 | -- |
| Non-Discretionary | $0 | -- |
| Total | $447 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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