Rickard Investment Consulting, LLC
RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 339941
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rickard Investment Consulting, LLC operates as a limited liability company focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. While it does not actively engage in ESG investing, it offers a range of advisory services that help clients navigate their financial goals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Alexandra Rickard
OwnerCRD 8201493
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Payne Capital Management, LLC
RIANew York, NY
AUM $1.3BTEAM 17REPS 9
Cetera Investment Advisers LLC
RIASchaumburg, IL
AUM $257BTEAM 10251REPS 10467
Sawyer Falduto Asset Management, LLC
RIAElmhurst, IL
AUM $897MTEAM 6REPS 4
Pacific Wealth Advisory Services LLC
RIADanville, CA
AUM $96.3MTEAM 2REPS 2
Legacy Advisory Services, LLC
RIAExton, PA
AUM $157MTEAM 3REPS 3
Brown Financial Advisors, LLC
RIAMilford, OH
AUM $323MTEAM 3REPS 3