Bickling Financial Services, Inc. is a large advisory firm based in Lexington. It manages $221.37 million of regulatory assets for 959 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Connecticut, and 11 other states.
Bickling Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bickling Financial Services, Inc. is $221.37 million. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bickling Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Bickling Financial Services is high net worth individuals with 340 clients and $143.24 million of assets under management. Among the 10 most similar advisory firms, Bickling Financial Services has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $221.37 million for 682 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bickling Financial Services doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bickling Financial Services, Inc. is owned by Dorothy Inez Bickling. Spencer Norman Betts joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bickling Financial Services, Inc. performs its advisory services is located at 35 Bedford Street, Lexington, MA 02420, which is also the mailing address of the firm. An additional office of the firm is in South Easton, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-862-9792 or by fax 781-674-2545. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at bickling.com.