Investment adviser · CRD 128544

BICKLING FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

LEXINGTON, MA, United States · Form ADV filed Mar 20, 2023

Regulatory AUM
$735M
Form ADV · Item 5.F
Client accounts
3,440
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals247$463,394,53463.0%
Individuals607$140,100,11019.1%
Retirement plans30$112,959,98815.4%
Charities5$10,695,4431.5%
Corporations & businessesFewer than 5$7,817,0631.1%
Filing source

Form ADV 1734312 · Mar 20, 2023 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

35 BEDFORD STREET, SUITE 15
LEXINGTON, MA, 02420, United States

CRD 128544

Filing source

Form ADV 1734312 · Mar 20, 2023 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.