Michael E. Reichek Dba Reichek Financial Services

RIASEC Registered
Total AUM
$1.2M
Discretionary
$0
0% of AUM
Avg account
$299K
Accounts
4
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
133250
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Michael E. Reichek Dba Reichek Financial Services operates as a sole proprietorship, primarily focusing on financial planning and portfolio management services for individuals and small businesses. The firm does not classify itself as a capital allocator and is not involved in ESG investing. Its business activities also include functioning as an insurance broker, which complements its advisory services. The firm employs a fee structure based on a percentage of assets under management (AUM) and hourly charges, allowing flexibility in how clients are billed for services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 77%, Exchange Traded Equities 15%, Cash & Cash Equivalents 8%77%
  • Non-Exchange Traded Equities77%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • Michael Reichek

    Michael Reichek

    OwnerCRD 2191323

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth