Wallick Investments, LLC

Wallick Investments, LLC (CRD# 162976) is a financial advisory firm headquartered in Columbia, SC. They manage $99,535,842 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1122 Lady Street, Suite #810, Columbia, SC 29201
https://www.wallickinvestments.com
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $442,382
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Wallick Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jesse Stinnette, financial advisor Columbia SC
Jesse W. Stinnette
CRD#: 5465995
1122 Lady Street, Suite #810, Columbia, SC 29201

Jesse Stinnette (CRD# 5465995) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 14 years of experience in the finance industry.

2
Daniel Wallick, financial advisor Columbia SC
Daniel T. Wallick
CRD#: 4334083
1122 Lady Street, Suite #810, Columbia, SC 29201

Daniel Wallick (CRD# 4334083) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 23 years of experience in the finance industry.

3
Jacob Wallick, financial advisor Columbia SC
Jacob D. Wallick
CRD#: 6833925
1122 Lady Street, Suite #810, Columbia, SC 29201

Jacob Wallick (CRD# 6833925) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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