S
$88.4M Total AUM
$88.4M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-1999
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About Sicner Asset Management, L.l.c.
Sicner Asset Management, L.l.c. is a Alpharetta-based RIA. The firm has been operating for 27 years. Managing $88.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$88.4M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN CHARLES SICNER
Chief Compliance Officer, Owner
- CRD
- #4647802
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,424,786 | $1,287,145 |
| Non-Discretionary | $0 | -- |
| Total | $88,424,786 | $1,287,145 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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