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).
Current Firm Details
By the Numbers
-
Total Assets Under Management632MILLION
-
Total Number of Accounts1,854ACCOUNTS
-
Average Account Value$340,895
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, CA, CO, FL, GA, IL, LA, MA, NC, NJ, NY, PA, SC, TN, TX, VA, WA
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.