CRD: 142640
Sikich Financial
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-2009
- Office Locations
- 8
Office Locations
About Sikich Financial
Sikich Financial (Sikich) is an SEC-registered RIA providing investment consulting, financial planning, and ongoing asset management for families, business owners, and not-for-profits, including trusts and estates. Advisors build personalized wealth plans spanning retirement projections, estate and tax strategies, and retirement-plan guidance. Portfolios are often implemented with ETFs alongside high-quality fixed income. The firm also supports legacy clients from acquired groups via a dedicated portal.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT ANDREW PAONI
Chief Executive Officer
- CRD
- #4837966
- Ownership
- Less than 5%
BARRY CRAIG STARK
Chief Compliance Officer, Investment Advisor
- CRD
- #2704020
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSEPH DEAN CONNELL
Advisor
- CRD
- #1890204
LAURA BAILEY CULP
Financial Advisor, General Partner
- CRD
- #5940711
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,180,311,267 | $475,548 |
| Non-Discretionary | $0 | -- |
| Total | $1,180,311,267 | $475,548 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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