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LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
CRD 116891 · SEC 801-77834
3908 CREEKSIDE LOOP, SUITE 100, YAKIMA, WA, 98902, United States
Phone
509-972-3686
Fax
509-972-4188
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$958.1M
Discretionary AUM
$939.7M
Team
19 total employees; 9 advisory reps; 5 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 810 | $290.4M |
| High net worth individuals | 268 | $608.8M |
| Charitable organizations | 6 | $11.2M |
| Corporations/business entities | 5 | $24.5M |
States served
AZ, CA, CO, ID, MT, NV, NC, OR, UT, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD