RICKSTAR FINANCIAL, LLC

Overview

Rickstar Financial, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is engaged in the insurance brokerage sector, which complements its advisory activities. While it does not actively pursue ESG investments, Rickstar Financial emphasizes a straightforward fee structure based on a percentage of assets under management (AUM). The firm is not classified as a capital allocator and does not have affiliations with multi-state advisory practices or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices