Leonard Rickey Investment Advisors, P.l.l.c.
Leonard Rickey Investment Advisors, P.l.l.c. (CRD# 116891) is a financial advisory firm headquartered in Yakima, WA. They manage $711,739,408 in 2,897 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management712MILLION
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Total Number of Accounts2,897ACCOUNTS
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Average Account Value$245,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, ID, MT, NC, NV, OR, TX, UT, VA, WA
Dirk Bernd (CRD# 6589754) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 8 years of experience in the finance industry.
Matthew Hargreaves (CRD# 5344316) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 10 years of experience in the finance industry.
Benjamin Rickey (CRD# 2889615) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 26 years of experience in the finance industry.
Joy Stenehjem (CRD# 4293392) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 23 years of experience in the finance industry.
Susan Van Tress (CRD# 4304938) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has over 19 years of experience in the finance industry.
Chelsie Smith (CRD# 7208947) is an Investment Advisor Representative working at Leonard Rickey Investment Advisors, P.l.l.c. in Yakima, WA and has 1 year of experience in the finance industry.