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LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
YAKIMA, WA
509-972-3686
SEC #801-77834Total AUM
$958.1M
Employees
19Clients
1,104Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3908 CREEKSIDE LOOP
SUITE 100
YAKIMA
WA 98902
United States
SUITE 100
YAKIMA
WA 98902
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
509-972-3686
Other Offices
2
Financials
Total AUM
$958.1M
Accounts
3,277Discretionary
$939.7M
Accounts
3,208Non-Discretionary
$18.4M
Accounts
69
Clients
Individual Clients
810AUM
$290.4M
HNW Individual Clients
268AUM
$608.8M
Pension/Profit Sharing Plan Clients
1AUM
$11.1M
Charitable Organization Clients
6AUM
$11.2M
Government Entity Clients
1AUM
$2.7M
Corporation or Business Clients
5AUM
$24.5M
Other Clients
13AUM
$9.4M
Description of Other Clients
CLIENT TRUSTS AND ESTATES
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDMTNCNVORTXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.