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- Custodian
- Fidelity/NFS · Morgan Stanley · Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-2005
- Office Locations
- 1
Office Locations
About Wychick Investment Advisors, Inc.
Wychick Investment Advisors is an independent, fee-only fiduciary RIA led by two principals with 50+ years of combined market experience. The firm specializes in helping clients grow assets ahead of retirement and turn them into a sustainable monthly income stream in retirement. Advisors work remotely and will meet clients where they are. Portfolios commonly use ETFs, mutual funds, and investment-grade corporate bonds.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM GLENN PARKER
Chief Compliance Officer, Director, Owner
- CRD
- #2203617
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHEN VICTOR SWENSON
Director
- CRD
- #3129579
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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