WALLICK INVESTMENTS, LLC of COLUMBIA, SC is an SEC-registered investment adviser (CRD 162976). Regulatory assets under management: $126.5M.
Compensation: % of AUM, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Daniel T Wallick | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENTS OFFICER | — |
| Patricia A Stoner | CAPITAL PARTNER | — |
| Jesse Wade Stinnette | CAPITAL PARTNER/PORTFOLIO MANAGER | — |
| Susan H Wallick | PRINCIPAL, DIRECTOR OF MARKETING AND COMMUNICATIONS | — |