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REIK & CO., LLC
CRD 142414 · SEC 801-67284
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$322.1M
Discretionary AUM
$296.1M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.4M |
| High net worth individuals | 50 | $248.1M |
| Pension/profit sharing plans | 2 | $3.8M |
| Charitable organizations | 2 | $10.8M |
| Corporations/business entities | 1 | $57.0M |
States served
CA, MA, NY, OH, FL
Official SEC filing: View on IAPD