RICKETTS FINANCIAL, LLC

4360 Brownsboro Road
Suite 115
Louisville, Kentucky 40207
Tel: (502) 396-4055

About RICKETTS FINANCIAL, LLC

RICKETTS FINANCIAL, LLC, formally registered with the SEC as RICKETTS FINANCIAL, LLC. The firm was established in 06/22/2020. They have over 1 offices throughout the country.

RICKETTS FINANCIAL, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $277,988,656 assets under management, offering retirement planning & investment advisory services to 281 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309381
SEC#	801-118963
Assets Managed by Firm	$277,988,656
No. of Clients	281
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	281	$277,988,656
Individuals (other than high net worth individuals)	67	$260,301,812
High net worth individuals	47	$17,686,844

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