Chicory Wealth

EST. AUM
$840,380,068

CONTACTS

CLIENT ACCOUNTS
2,208

Firm Details

Metro area Atlanta
CRD Number 290887
Website chicorywealth.com
Client types

Overview

Chicory Wealth is an SEC-registered, fee-only Registered Investment Adviser headquartered in Decatur, Georgia. Founded in 2002, the firm provides financial life planning, discretionary investment management, and socially conscious investing for individuals and nonprofit organizations. The firm integrates clients' financial goals with environmental, social, and governance (ESG) values through a fiduciary advisory model.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Chicory Wealth

Platform Details

Investment Preferences

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Address

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