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Sikich Financial
Springfield, Illinois
5.0
2 Reviews
Sikich Financial is a well-established investment advisory firm located in Springfield, IL. With its extensive network, the company caters to a diverse client base, serving over 680 individual clients with a substantial $486,376,000 in assets under management. Operating from nine offices, Sikich Financial has built a strong presence in the local financial landscape.
With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management are derived from these sources. This expertise positions the firm as a trusted partner for employers and individuals seeking effective investment s...see more
Assets Under Mgmt
$486.38M
Investment Professionals
19
Locations
8
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Sikich Financial
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