Chicory Wealth
Chicory Wealth (CRD# 290887) is a financial advisory firm headquartered in Decatur, GA. They manage $632,019,449 in 1,854 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management632MILLION
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Total Number of Accounts1,854ACCOUNTS
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Average Account Value$340,895
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA
Daniel Kirslis (CRD# 6856306) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 5 years of experience in the finance industry.
Christina Kramlich (CRD# 6014754) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 12 years of experience in the finance industry.
Margaret Kulyk (CRD# 4527484) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 21 years of experience in the finance industry.
Daniel McNabb (CRD# 6320759) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 8 years of experience in the finance industry.
Jacob Newcomer (CRD# 6526049) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 7 years of experience in the finance industry.
Mary Shaltis (CRD# 6217165) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 10 years of experience in the finance industry.
Emily Deer (CRD# 7832745) is an Investment Advisor Representative working at Chicory Wealth in Little Rock, AR and has 1 year of experience in the finance industry.
Rosanna Neil (CRD# 7467593) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry.
Ariel Rosenberg (CRD# 7868779) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has 1 year of experience in the finance industry.
Tina Tyson (CRD# 6113868) is an Investment Advisor Representative working at Chicory Wealth in Decatur, GA and has over 2 years of experience in the finance industry.