Reik & Co, LLC

RIASEC RegisteredEst. 2006

Total AUM

$322M

Discretionary

$296M

92% of AUM

Avg account

$3.1M

Accounts

105

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 142414
Registered since: November 21, 2006
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.03%
Corporations / Businesses17.68%
Charitable Organizations3.35%
Pension & Profit Sharing Plans1.19%
Individuals0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reik & Co, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2006. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fee arrangements include a percentage-of-AUM component as well as fixed fees. Reik & Co does not describe itself as an active ESG investor, is not a multi-state adviser per the available data, and is owned by an individual.