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| Leonard Rickey Investment Advisors PLLC
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|---|---|
| CRD # | 116891 |
| SEC # | 801-77834 |
| CIK # | 0001731447 |
| AUM | 958.1 M (2026-03-12) |
| Employees | 19 (47% Investors, 0% Brokers) |
| Phone | 509-972-3686 |
| Address | 3908 Creekside Loop Yakima, WA 98902 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 18.7 | ||
| Microsoft Corp | 5.3 | ||
| Micron Technology Inc | 4.7 | ||
| Amazon Com Inc | 4.6 | ||
| Apple Inc | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| Alphabet Inc | 2.3 | ||
| Caterpillar Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 810 | 290.4 |
| (b) Individuals (high net worth individuals) | 268 | 608.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.1 |
| (h) Charitable organizations | 6 | 11.2 |
| (i) State or municipal government entities | 0 | 2.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 24.5 |
| (n) Other | 13 | 9.4 |
| Total | 3,277 | 958.1 |
| By Discretionary | ||
| Discretionary | 3,208 | 939.7 |
| Non-Discretionary | 69 | 18.4 |
| Total | 3,277 | 958.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 958.1 | |
| Total | 3,277 | 958.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001731447] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 5 |
| Serves | Institutional, Retail |
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