Leonard Rickey Investment Advisors PLLC

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Leonard Rickey Investment Advisors PLLC
CRD #116891
SEC #801-77834
CIK #1731447
AUM $510.6 MM (84% Disc, 100% US, 2020-03-12)
Employees12 (42% Investors, 0% Brokers)
Phone509-972-3686
Address3908 Creekside Loop
Yakima, WA 98902
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
51541230920610302010201320172021
Sector Issuer Cap ($MM) Value ($MM)
IJH 23.2
VTEB 20.2
VSS 10.3
VT 7.1
IJR 5.6
VUG 5.0
MUB 4.9
VEU 4.2
FNDB 3.3
VTI 3.3
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
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SC 0.5
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GA 0.5
The Waterford Group LLC
NY 0.5
Continuum Advisory LLC
ID 0.5
Silverleaf Advisor Group LLC
NE 0.5
Xelan Inc
CA 0.5
Keudell Morrison Wealth Management LLC
OR 0.5
Investment Management of Virginia LLC
VA 0.5
Corbenic Partners LLC
PA 0.5
Acacia Wealth Advisors LLC
CA 0.5
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