# BICKLING FINANCIAL SERVICES, INC.

BICKLING FINANCIAL SERVICES, INC. of LEXINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 128544
- Type: SEC-registered investment adviser
- SEC file number: 801-81187
- Location: 35 BEDFORD STREET, SUITE 15, LEXINGTON, MA, 02420
- Phone: 781-862-9792
- Latest filing: 2023-03-20
- Regulatory AUM: $735.0M
- Discretionary AUM: $612.8M
- Non-discretionary AUM: $122.2M
- Clients: 13
- Accounts: 3,440

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| BICKLING DOROTHY INEZ | OWNER; PRESIDENT | — |
| BETTS SPENCER NORMAN | CHIEF COMPLIANCE OFFICER; OWNER, CHIEF COMPLIANCE OFFICER | — |
| BETTS ANDREW HARRISON | INVESTMENT ADVISER REPRSENTATIVE; OWNER AND CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128544/similar
- Related entities: https://search.stillhousedata.com/firm/128544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128544

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.