Michael E. Reichek Dba Reichek Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 133250
- Website
- www.reichekfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Michael Reichek
OwnerCRD 2191323
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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