Alikos Wealth Management, LLC
Alikos Wealth Management, LLC (CRD# 282985) is a financial advisory firm headquartered in Bethesda, MD. They manage $52,504,415 in 100 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Alikos Wealth Management, LLC
By the Numbers
-
Total Assets Under Management53MILLION
-
Total Number of Accounts100ACCOUNTS
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Average Account Value$525,044
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, TX, VA
Financial Advisors at Alikos Wealth Management, LLC
1
Daniel Ryan (CRD# 6618180) is an Investment Advisor Representative working at Alikos Wealth Management, LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
2
Peter Ryan (CRD# 6618181) is an Investment Advisor Representative working at Alikos Wealth Management, LLC in Bethesda, MD and has over 8 years of experience in the finance industry.
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