Reik & Co, LLC

RIASEC RegisteredEst. 2006

Total AUM

$322M

Discretionary

$296M

92% of AUM

Avg account

$3.1M

Accounts

105

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 142414
Registered since: November 21, 2006
Custodians: MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.03%
Corporations / Businesses17.68%
Charitable Organizations3.35%
Pension & Profit Sharing Plans1.19%
Individuals0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Reik & Co, LLC is an independent registered investment adviser formed in 2006 and organized as an LLC with individual ownership. The firm provides portfolio management to both individual and family clients as well as business and institutional clients. Its fee model combines a percentage-of-assets under management approach with fixed-fee engagements. The adviser is not categorized as a capital allocator and does not identify as an active ESG investor. The firm's advisory activity centers on discretionary portfolio management for individuals/small businesses and for business or institutional clients. The snapshot flags Reik & Co as not a multi-state adviser, a point to note given its office footprint.