Leonard Rickey Investment Advisors, P.L.L.C.

RIASEC RegisteredEst. 2013

Total AUM

$958M

Discretionary

$940M

98% of AUM

Avg account

$292K

Accounts

3,277

Employees

Advisory reps

Firm details

Headquarters: Yakima, Washington
CRD number: 116891
Registered since: April 8, 2013
Website: bestpathforward.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.53%
Individuals30.31%
Corporations / Businesses2.56%
Charitable Organizations1.17%
Pension & Profit Sharing Plans1.16%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Leonard Rickey Investment Advisors, P.L.L.C. is an independent, SEC-registered RIA that began registration in 2013 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator and providing a mix of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser. Leonard Rickey maintains an industry affiliation with accounting professionals, which suggests coordination with tax and accounting resources as part of its client service model.