Addicus Advisory, Llc
Tupelo, Mississippi
2.3
3 Reviews
Addicus Advisory, LLC is a renowned local investment advisory firm based out of Tupelo, MS. With over 160 individual clients and an impressive $131,561,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The company operates from four well-equipped offices, offering comprehensive investment solutions and personalized financial guidance to their diverse clientele. While Addicus Advisory caters to a wide range of clients, both individual and corporate, they possess specialized expertise in managing employer funds. Although 401K and individual accounts make up less than 30...
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Assets Under Mgmt

$131.56M

Investment Professionals

7

Locations

3

% 401K & Individual

25%

% Discretionary

85%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: ADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES
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