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Wick Capital Partners

EST. AUM
$929,693,259

CONTACTS
3

CLIENT ACCOUNTS
1,179

Firm Details

Metro area Philadelphia
CRD Number 299194
Website wickcapitalpartners.com
Client types

Overview

Wick Capital is a fee-only investment advisor in the Philadelphia metro area with more than $400 million in AUM. The majority of their assets are in asset allocation models. They have mostly passive exposure, but they complement that with some concentrated managers as well. Wick came out of West Capital, which has historically been an early adopter.

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Investment Preferences

Alternative Activity

Address

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

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