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RIK SAYLOR FINANCIAL, INC.
CRD 165484 · SEC 801-121784
1241 NILLES ROAD, FAIRFIELD, OH, 45014, United States
Phone
(513) 829-8888
Fax
(513) 829-8888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.2M
Discretionary AUM
$199.2M
Team
5 total employees; 3 advisory reps; 140 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $72.5M |
| High net worth individuals | 96 | $122.5M |
| Corporations/business entities | 1 | $4.2M |
States served
IN, KY, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD