Sicor Securities Inc is an adviser based in Dayton. It manages $18.3 million of regulatory assets for 147 client accounts. It has been registered with the SEC as an adviser since 2002.
Sicor Securities provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sicor Securities Inc is $18.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sicor Securities Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sara Ann Merrick has been acting as President since 1 Jan 1998. Gregory Lunar Merrick joined the executive team most recently as the Chief Compliance Officer.
The principal office where Sicor Securities Inc performs its advisory services is located at 6500 Poe Avenue, Dayton, OH 45414 2556, which is also the mailing address of the firm. An additional office of the firm is in Maryville, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-890-3101 or by fax 937-890-7850. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at towerequities.com.