Gary, Jordan Chick (Wichita Falls)

Name: Gary, Jordan Chick
Address: 2110 Kemp Blvd, Wichita Falls, TX, 76309 4314
Telephone: 940-761-2527

Gary, Jordan Chick is an adviser based in Wichita Falls. It manages $43.94 million of regulatory assets for 360 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Louisiana and Texas.

Gary, Jordan Chick provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gary, Jordan Chick: assets under management

The assets under management (AUM) of Gary, Jordan Chick is $43.94 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $43.14 million in discretionary accounts and $801.49 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gary, Jordan Chick for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gary, Jordan Chick

Jordan Chick Gary has been acting as President since 1 Aug 2002. Oliver Thomas Zahn joined the executive team most recently as the Vice President & Account Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jordan Chick Gary	Sole proprietor	1 Jun 1988	75% - 100%	1832939
Oliver Thomas Zahn	Account manager	1 Jan 1999	Other	2283651
Anthony Michael Garrett	Assistant	1 Feb 2000	Other	2405444
Jordan Chick Gary	President	1 Aug 2002	75% - 100%	1832939
Oliver Thomas Zahn	Vice president & account manager	1 Aug 2002	Other	2283651
William John Niles	Vice president & treasurer	1 Aug 2002	Other	4588184

Based in Wichita Falls

The principal office where Gary, Jordan Chick performs its advisory services is located at 2110 Kemp Blvd, Wichita Falls, TX 76309 4314, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 940-761-2527 or by fax 940-322-2710. The normal business hours are 8:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.investmentplanner.net.