SIKES FINANCIAL SERVICES, LLC

SIKES FINANCIAL SERVICES, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 290309). Regulatory assets under management: $4.5M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 290309
• Type: Registered investment adviser
• Location: 123 NW 13TH STREET, BOCA RATON, FL, 33432
• Phone: (561) 529-9191
• Latest filing: 2026-03-24
• Regulatory AUM: $4.5M
• Non-discretionary AUM: $4.5M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search