BICKLING FINANCIAL SERVICES, INC.
CRD #128544 SEC #801-81187 LEXINGTON, MA 781-862-9792
SEC Registered
Total AUM
$735M
Discretionary
$612.8M
Employees
13
Clients
1
Accounts
3,440
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $735M | $612.8M | $122.2M | 13 | 0 |
| Jun 2022 | $939.7M | $768.7M | $171M | 13 | 0 |
| May 2022 | $939.7M | $768.7M | $171M | 13 | 0 |
| Jan 2022 | $939.7M | $768.7M | $171M | 13 | 0 |
| Oct 2021 | $748.5M | $630M | $118.6M | 13 | 0 |
| Sep 2021 | $748.5M | $630M | $118.6M | 13 | 0 |
| Jun 2021 | $748.5M | $630M | $118.6M | 15 | 0 |
| May 2021 | $748.5M | $630M | $118.6M | 15 | 0 |
| May 2021 | $748.5M | $630M | $118.6M | 12 | 0 |
| May 2021 | $748.5M | $630M | $118.6M | 12 | 0 |
| May 2021 | $748.5M | $630M | $118.6M | 12 | 0 |
| Mar 2021 | $748.5M | $630M | $118.6M | 12 | 0 |
| Dec 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Oct 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Sep 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Jun 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Apr 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Mar 2020 | $368.1M | $368.1M | $0 | 7 | 5 |
| Sep 2019 | $221.4M | $204.6M | $16.8M | 5 | 5 |
| Mar 2019 | $221.4M | $204.6M | $16.8M | 5 | 5 |
| Mar 2018 | $246.1M | $229.1M | $17M | 5 | 5 |
| Mar 2017 | $160M | $160M | $0 | 5 | 400 |
| Mar 2016 | $124M | $124M | $0 | 5 | 400 |
| Apr 2015 | $102.7M | $102.7M | $0 | 5 | 0 |
| Mar 2015 | $102.7M | $102.7M | $0 | 5 | 0 |
DateMar 2023
Total AUM$735M
Discretionary$612.8M
Non-Disc.$122.2M
Employees13
Clients0
DateJun 2022
Total AUM$939.7M
Discretionary$768.7M
Non-Disc.$171M
Employees13
Clients0
DateMay 2022
Total AUM$939.7M
Discretionary$768.7M
Non-Disc.$171M
Employees13
Clients0
DateJan 2022
Total AUM$939.7M
Discretionary$768.7M
Non-Disc.$171M
Employees13
Clients0
DateOct 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees13
Clients0
DateSep 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees13
Clients0
DateJun 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees15
Clients0
DateMay 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees15
Clients0
DateMay 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees12
Clients0
DateMay 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees12
Clients0
DateMay 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees12
Clients0
DateMar 2021
Total AUM$748.5M
Discretionary$630M
Non-Disc.$118.6M
Employees12
Clients0
DateDec 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateOct 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateSep 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateJun 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateApr 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateMar 2020
Total AUM$368.1M
Discretionary$368.1M
Non-Disc.$0
Employees7
Clients5
DateSep 2019
Total AUM$221.4M
Discretionary$204.6M
Non-Disc.$16.8M
Employees5
Clients5
DateMar 2019
Total AUM$221.4M
Discretionary$204.6M
Non-Disc.$16.8M
Employees5
Clients5
DateMar 2018
Total AUM$246.1M
Discretionary$229.1M
Non-Disc.$17M
Employees5
Clients5
DateMar 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients400
DateApr 2015
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2015
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees5
Clients0