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HICKS FINANCIAL PARTNERS, LLC
CRD 317831
225 N. BENNETT STREET, SUITE G, SOUTHERN PINES, NC, 28387, United States
Phone
877-921-6478
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$35.4M
Discretionary AUM
$35.4M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION SERVICES AND ESTATE PLANNING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $17.3M |
| High net worth individuals | 29 | $18.1M |
All web addresses on file
Official SEC filing: View on IAPD