CRD: 290309
Sikes Financial Services, LLC
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- Custodian
- Interactive Brokers · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-2018
- Office Locations
- 1
Office Locations
About Sikes Financial Services, LLC
Sikes Financial Services, LLC is a Florida-based RIA led by Eric Sikes offering a monthly-fee “Financialize It!” program that pairs financial education with one-on-one planning and investment portfolio setup, management, and monitoring. The firm focuses on beginners—teenagers/parents, young professionals, and small business owners—covering budgeting, debt reduction, income optimization, and asset maximization. Portfolios are primarily ETF-based, supported by “New News” market-education videos and a free financial plan generator.
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ERIC SIKES
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2377340
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,462,473 | -- |
| Total | $4,462,473 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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