HULICK CAPITAL MANAGEMENT LLC
Legal name: HOLLY STREET WEALTH ADVISORS
CRD #167343 SEC #801-107190 PASADENA, CA 626-657-0559
SEC Registered
Total AUM
$144.7M
Discretionary
$125.5M
Employees
9
Clients
0
Accounts
526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $144.7M | $125.5M | $19.2M | 9 | 0 |
| Sep 2018 | $135M | $135M | $0 | 10 | 0 |
| Aug 2018 | $135M | $135M | $0 | 10 | 0 |
| Jun 2018 | $135M | $135M | $0 | 10 | 0 |
| Jun 2018 | $135M | $135M | $0 | 10 | 0 |
| Apr 2018 | $135M | $135M | $0 | 10 | 0 |
| Mar 2018 | $135M | $135M | $0 | 10 | 0 |
| May 2017 | $105M | $105M | $0 | 14 | 200 |
| May 2017 | $105M | $105M | $0 | 14 | 200 |
| Apr 2017 | $105M | $105M | $0 | 14 | 200 |
| Apr 2017 | $105M | $105M | $0 | 14 | 200 |
| Mar 2017 | $105M | $105M | $0 | 14 | 200 |
| Mar 2017 | $105M | $105M | $0 | 14 | 200 |
| Sep 2016 | $86M | $71M | $15M | 11 | 106 |
| May 2016 | $86M | $71M | $15M | 11 | 106 |
| Mar 2016 | $86M | $71M | $15M | 11 | 106 |
| Mar 2016 | $81M | $65M | $16M | 14 | 26 |
| Feb 2016 | $81M | $65M | $16M | 14 | 26 |
| Jan 2016 | $81M | $65M | $16M | 14 | 26 |
| Sep 2013 | $42.3M | $42.3M | $0 | 8 | 0 |
| Aug 2013 | $42.3M | $42.3M | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Apr 2013 | $0 | $0 | $0 | 5 | 0 |
| Mar 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2019
Total AUM$144.7M
Discretionary$125.5M
Non-Disc.$19.2M
Employees9
Clients0
DateSep 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients0
DateMay 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateMay 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateApr 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateApr 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateMar 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateMar 2017
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees14
Clients200
DateSep 2016
Total AUM$86M
Discretionary$71M
Non-Disc.$15M
Employees11
Clients106
DateMay 2016
Total AUM$86M
Discretionary$71M
Non-Disc.$15M
Employees11
Clients106
DateMar 2016
Total AUM$86M
Discretionary$71M
Non-Disc.$15M
Employees11
Clients106
DateMar 2016
Total AUM$81M
Discretionary$65M
Non-Disc.$16M
Employees14
Clients26
DateFeb 2016
Total AUM$81M
Discretionary$65M
Non-Disc.$16M
Employees14
Clients26
DateJan 2016
Total AUM$81M
Discretionary$65M
Non-Disc.$16M
Employees14
Clients26
DateSep 2013
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2013
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0