CRD: 307299
Wickham Financial & Insurance Services
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-21-2020
- Office Locations
- 1
Office Locations
About Wickham Financial & Insurance Services
Wickham Financial & Insurance Services provides holistic wealth management combining investment planning with risk management and personal/business insurance. The team builds custom plans across retirement, estate and tax strategies, taking an education-first, consultative approach and acting as fiduciary stewards. Portfolios emphasize diversified asset allocation using ETFs and mutual funds, with custody including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GRAHAM STEWART WICKHAM
Chief Compliance Officer, President
- CRD
- #2508545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL B BEECHER
Owner
- CRD
- #3041464
JENNIFER Smalley
Investment Advisor
- CRD
- #6556319
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,823,329 | $371,127 |
| Non-Discretionary | $116,135,824 | $197,510 |
| Total | $192,959,153 | $242,716 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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