PPrivate Fund Data Log in Join · $37/mo

Leonard Rickey Investment Advisors, P.l.l.c.

● SEC registered since 2013CRD 116891SEC# 801-77834Yakima, WA
Export (members)
Reg. AUM
$823.8M
Employees
19
Accounts
3,055
Location
Yakima, WA

Leonard Rickey Investment Advisors, P.l.l.c. assets under management

Leonard Rickey Investment Advisors, P.l.l.c. is a registered investment adviser overseen by the SEC based in Yakima, WA. The firm has been registered since 2013. It reports $823.8 million in regulatory assets under management and employs 19 people.

Leonard Rickey Investment Advisors, P.l.l.c. owners & executives

4 reported
NameTitleOwnershipSince
Benjamin John Rickey ControlMember / Chief Compliance Officer25-50%2001
Joy Suzanne Stenehjem ControlMember25-50%2001
Matthew James Hargreaves ControlCio5-10%2019
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Leonard Rickey Investment Advisors, P.l.l.c. manage?

Leonard Rickey Investment Advisors, P.l.l.c. reports $823.8 million in regulatory assets under management on its Form ADV.

How many employees does Leonard Rickey Investment Advisors, P.l.l.c. have?

Leonard Rickey Investment Advisors, P.l.l.c. reports 19 employees.

Where is Leonard Rickey Investment Advisors, P.l.l.c. located?

Leonard Rickey Investment Advisors, P.l.l.c. is based in Yakima, WA and has been SEC-registered since 2013.

Does Leonard Rickey Investment Advisors, P.l.l.c. disclose fund performance?

Leonard Rickey Investment Advisors, P.l.l.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3908 Creekside Loop, Suite 100, Yakima, WA 98902
Phone509-972-3686
Fax509-972-4188
Office hours8a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1731447
Discloses disciplinary historyNo

Assets under management

Discretionary$808.1M
Non-discretionary$15.7M
Total (RAUM)$823.8M