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

RIASEC Registered

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 registered investment adviser that has been SEC-registered since 2013 and is owned by an individual. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management and planning services. Its published fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services (the firm lists pension consulting among its advisory activities though its metadata flag does not identify it as a pension consultant). The adviser is not identified as an active ESG investor and is not described as operating across multiple states in the metadata.