H
$240.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
-- Montgomery TX
About Hicks Management & Financial Services, LLC
Hicks Management & Financial Services, LLC is a Montgomery-based RIA. The firm has been operating for 6 years. Managing $240.0K in total assets under management, with 1 advisory representatives.
Team overview
27 AVG AGE
$240.0K AVG AUM / ADVISOR
$240.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARY RACHEL HICKS
Owner, VICE PRESIDENT
- CRD
- #5410305
- 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 | $0 | -- |
| Non-Discretionary | $240,000 | -- |
| Total | $240,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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