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BICKLING FINANCIAL SERVICES, INC.
BICKLING FINANCIAL SERVICES, INC. (CRD# 128544) is an SEC-Registered Investment Advisor (RIA), headquartered in Lexington, MA. The SEC approved the firm to operate as an RIA in Mar 2015. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $246.1 Million, and has discretion over 93% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BICKLING FINANCIAL SERVICES, INC. also reported in Mar 2018:
  • 5 employees, with 3 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BICKLING FINANCIAL SERVICES, INC. has no disclosure events reported to the SEC at this time.
 

View BICKLING FINANCIAL SERVICES, INC.'s most recent Form ADV filing
 


BICKLING FINANCIAL SERVICES, INC. has Notice Filings with the following State Securities Authorities: CA-Mar 2015, CO-Mar 2015, FL-Mar 2015, LA-Mar 2015, MA-Mar 2015 , ME-Mar 2015, NC-Mar 2015, NH-Mar 2015, NY-Mar 2015, VA-Mar 2015 , VT-Mar 2015

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.