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).

Current Firm Details
3908 Creekside Loop, Suite 100, Yakima, WA 98902
https://www.instagram.com/rickeyadvisors/
By the Numbers
  • Total Assets Under Management
    712
    MILLION
  • Total Number of Accounts
    2,897
    ACCOUNTS
  • Average Account Value
    $245,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MT, NC, NV, OR, TX, UT, VA, WA

Financial Advisors at Leonard Rickey Investment Advisors, P.l.l.c.
Showing 1 - 6 of 6 top financial advisors.
1
Dirk Bernd, financial advisor Yakima WA
Dirk B. Bernd
CRD#: 6589754
3908 Creekside Loop, Suite 100, Yakima, WA 98902

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.

2
Matthew Hargreaves, financial advisor Yakima WA
Matthew J. Hargreaves
CRD#: 5344316
3908 Creekside Loop, Suite 100, Yakima, WA 98902

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.

3
Benjamin Rickey, financial advisor Yakima WA
Benjamin J. Rickey
CRD#: 2889615
3908 Creekside Loop, Ste 100, Yakima, WA 98902

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.

4
Joy Stenehjem, financial advisor Yakima WA
Joy S. Stenehjem
CRD#: 4293392
3908 Creekside Loop, Ste 100, Yakima, WA 98902

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.

5
Susan Van Tress, financial advisor Yakima WA
Susan M. Van Tress
CRD#: 4304938
3908 Creekside Loop, Suite 100, Yakima, WA 98902

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.

6
Chelsie Smith, financial advisor Yakima WA
Chelsie M. Smith
CRD#: 7208947
3908 Creekside Loop, Suite 100, Yakima, WA 98902

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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