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Sicner Asset Management, L.L.C. (Cumming)


Sicner Asset Management, L.L.C. is an adviser based in Cumming. It manages $48.91 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2010.

Sicner Asset Management, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sicner Asset Management, L.L.C: assets under management

The assets under management (AUM) of Sicner Asset Management, L.L.C. is $48.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.29 million each.

Fees & Commissions

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

Based in Cumming

The principal office where Sicner Asset Management, L.L.C. performs its advisory services is located at 7965 Lanier Drive, Cumming, GA 30041, 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 678-771-8059 or by fax 678-771-8226. The normal business hours are 9:00am to 5:00 pm on Monday - Friday.


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