RIK SAYLOR FINANCIAL, INC.
Firm details
- Headquarters
- FAIRFIELD, Ohio
- CRD number
- 165484
- Registered since
- July 16, 2021
- Website
- www.riksaylorfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.49%
- Individuals36.38%
- Corporations / Businesses2.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RIK Saylor Financial, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include asset-based fees, hourly charges and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external platforms; instead it works directly with third-party managers and traditional pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities73%
- Cash & Cash Equivalents14%
- Other9%
- Public Funds/Mutual Funds4%
Owners & executives
1 of 1NATHANIAL PARKER
Account Service CoordinatorCRD 5522033
Contacts
2 of 2RIK SAYLOR
President & Investment Advisor RepresentativeCRD 2603784
ERIC HAMBERG
Vice PresidentCRD 5324635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$142M in ETFs
98%
$139M
2%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.7M | 13,367 | 5.44% |
Location
FAIRFIELD, OH
BUTLER
Location
FAIRFIELD, OH
Headquartered in FAIRFIELD, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- BUTLER
- Address
- 1241 Nilles Rd
- Time zone
- ET (UTC-5)
- Office locations
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