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, individual‑owned registered investment adviser that registered with the SEC in 2013. The firm works with both individual/family clients and institutional clients and describes itself as a capital allocator that also selects other advisers on behalf of clients. Its service mix includes financial planning, portfolio management for individuals and small businesses as well as for businesses and institutions, pension consulting services, and selection of outside managers. Fee arrangements are flexible and include percentage‑of‑AUM billing, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and lists an accounting affiliation among its industry relationships.