Wallick Investments, LLC

Wallick Investments, LLC (CRD# 162976) is a financial advisory firm headquartered in Columbia, SC. They manage $41,556,000 in 156 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $266,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
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.

NC, SC

Financial Advisors at Wallick Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marc L. Murray
CRD#: 4821165
140 Wildewood Park Drive, Suite #100, Columbia, SC 29223
93
Wealthminder
score

Marc Murray (CRD# 4821165) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 12 years of experience in the finance industry.

2
Jesse W. Stinnette
CRD#: 5465995
140 Wildewood Park Drive, Suite #100, Columbia, SC 29223
93
Wealthminder
score

Jesse Stinnette (CRD# 5465995) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 7 years of experience in the finance industry.

3
Daniel T. Wallick
CRD#: 4334083
140 Wildewood Park Drive, Suite #100, Columbia, SC 29223
93
Wealthminder
score

Daniel Wallick (CRD# 4334083) is an Investment Advisor Representative working at Wallick Investments, LLC in Columbia, SC and has over 15 years of experience in the finance industry.

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