RIA Intel›Advisers›Massachusetts›BICKLING FINANCIAL SERVICES, INC.

BICKLING FINANCIAL SERVICES, INC.

Advisory

N·LEXINGTON, MA

Data as of Mar 20, 2023 · Source: SEC Form ADV

Total AUM

$735M

1-Year AUM Growth

-21.8%

3-Year CAGR

+26.2%

Employees

5

Assets Under Management

Total AUM$735M

Discretionary AUM$613M

Non-Discretionary AUM$122M

Discretionary %83.4%

Total Clients—

Team

Total Employees5

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingMar 18, 2015

Latest FilingMar 20, 2023

🔒 Full AUM trend chart and 25 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BICKLING FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.