$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-15-2009
- Office Locations
- 1
Office Locations
-- Highland Park IL
About Vodicka Group, Inc.
Vodicka Group, Inc. is an Illinois-based RIA providing wealth management and financial planning, building customized, diversified portfolios primarily using ETFs and broad index exposures. The firm publishes market and security-level commentary (e.g., S&P 500 and individual equities), serves retail and institutional clients, and custodies assets with Interactive Brokers.
Team overview
45 AVG AGE
$18.1M AVG AUM / ADVISOR
$369.7K AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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CRM
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MICHAEL JOSEPH VODICKA MR.
Investment Advisor, President
- CRD
- #5704098
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,115,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,115,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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