Leonard Rickey Investment Advisors P.L.L.C. is an investment advisor in Yakima with $611.76 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
912094106
SEC advisor number
801-77834
FINRA CRD number
116891
AUM ?
$611.76 mm
(as of 5 May 23)
Accounts
2,811
(as of 5 May 23)
Employees
13
(6 investment advisory or research)
Address
Leonard Rickey Investment Advisors P.L.L.C.
3908 CREEKSIDE LOOP, SUITE 100
YAKIMA
WA 98902
3908 CREEKSIDE LOOP, SUITE 100
YAKIMA
WA 98902
Office hours
Monday - Friday, 8AM TO 5PM
Phone
509-972-3686
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rickey, Benjamin, John | Member / Chief Compliance Officer | 12/2001 | 25-50% |
Stenehjem, Joy, Suzanne | Member | 12/2001 | 25-50% |
Hargreaves, Matthew, James | CIO | 01/2019 | 5-10% |
Van Tress, Susan, Marie | Chief Operating Officer | 11/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22