Leonard Rickey Investment Advisors, P.L.L.C. is a large advisory firm based in Yakima. It manages $444.71 million of regulatory assets for 2,160 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Idaho, and 4 other states.
Leonard Rickey Investment Advisors, P.L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Leonard Rickey Investment Advisors, P.L.L.C. is $444.71 million. The firm's AUM has grown by 110% since the beginning of its operation, and $196 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Leonard Rickey Investment Advisors, P.L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Leonard Rickey Investment Advisors, P.L.L.C is high net worth individuals with 188 clients and $264.05 million of assets under management. Among the 9 most similar advisory firms, Leonard Rickey Investment Advisors, P.L.L.C has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $427.24 million for 830 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Leonard Rickey Investment Advisors, P.L.L.C doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Leonard Rickey Investment Advisors, P.L.L.C. performs its advisory services is located at 3908 Creekside Loop, Yakima, WA 98902, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 509-972-3686 or by fax 509-972-4188. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at erickey.com and its LinkedIn profile.