PPrivate Fund Data Log in Join · $37/mo

Ralicki & Company, P.A.

● SEC registered since 2022CRD 141192SEC# 801-124724Stuart, FL
Export (members)
Reg. AUM
$111.6M
Employees
4
Accounts
260
Location
Stuart, FL

Ralicki & Company, P.A. assets under management

Ralicki & Company, P.A. is an SEC-registered investment adviser based in Stuart, FL. The firm has been registered since 2022. It reports $111.6 million in regulatory assets under management and employs 4 people.
www.facebook.com/ralickiwmView on SEC.gov ↗

Ralicki & Company, P.A. owners & executives

1 reported
NameTitleOwnershipSince
David Arthur Ralicki ControlPresident And Chief Compliance OfficerOver 75%1994

Frequently asked questions

How much does Ralicki & Company, P.A. manage?

Ralicki & Company, P.A. reports $111.6 million in regulatory assets under management on its Form ADV.

How many employees does Ralicki & Company, P.A. have?

Ralicki & Company, P.A. reports 4 employees.

Where is Ralicki & Company, P.A. located?

Ralicki & Company, P.A. is based in Stuart, FL and has been SEC-registered since 2022.

Does Ralicki & Company, P.A. disclose fund performance?

Ralicki & Company, P.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1235 SE Indian Street, Suite 102, Stuart, FL 34997
Phone772-221-4508
Fax772-221-4509
Office hours8:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.7M
Non-discretionary$5M
Total (RAUM)$111.6M