Wallick Investments, LLC
www.wallickinvestments.comWe are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.
Read moreWe are a fee-only advisor RIA firm reducing overall fees by offering separate accounts directly to: individuals—both IRAs (rollovers) and taxable accounts institutions—401K rollovers, corporate pensions foundations and endowments other non-affiliated financial advisors, including banks, CPAs, attorneys, and financial planners. We would be honored to share the wisdom and success of faith-based factor investing we call Strategic Moral Investing.
Read moreCountry
State
South Carolina
City (Headquarters)
Columbia
Industry
Employees
1-10
Founded
2005
Estimated Revenue
$1 to $1,000,000
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Principal , Senior Portfolio Manager
Email ****** @****.comPhone (***) ****-****