AUMdb
HA

Henry A. Vickers, Jr., Financial Advisor

State-registered Insurance-Affiliated CRD 118169 ·
☆ Save with Pro ADV data as of Jun 23, 2025
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
1

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/23/2025 987 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Commissions

Services

  • Financial planning services
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2025.

View current Form ADV (SEC/IAPD) ↗