Bickford Investment Management Services

Bickford Investment Management Services (CRD# 127071) is a financial advisory firm headquartered in Sonoma, CA. They manage $29,269,120 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $2,251,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bickford Investment Management Services
Showing 1 - 1 of 1 top financial advisors.
1
Joel D. Bickford
CRD#: 4665051
Santa Rosa, CA
93
Wealthminder
score

Joel Bickford (CRD# 4665051) is an Investment Advisor Representative working at Bickford Investment Management Services in Santa Rosa, CA and has over 13 years of experience in the finance industry.

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