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Home > Retirement Planners > ohio > fairfield > RIK SAYLOR FINANCIAL, INC.
RIK SAYLOR FINANCIAL, INC.
1241 Nilles Road
Fairfield, Ohio 45014
Tel: (513) 829-8888
About RIK SAYLOR FINANCIAL, INC.
RIK SAYLOR FINANCIAL, INC, formally registered with the SEC as RIK SAYLOR FINANCIAL, INC. The firm was established in 07/16/2021. They have over 2 offices throughout the country.
RIK SAYLOR FINANCIAL, INC. is a Fairfield, Ohio based Financial Planning firm with nearly $143,188,073 assets under management, offering retirement planning & investment advisory services to 748 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165484 |
| SEC# | 801-121784 |
| Assets Managed by Firm | $143,188,073 |
| No. of Clients | 748 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 748 | $143,188,073 |
| Individuals (other than high net worth individuals) | 237 | $46,380,365 |
| High net worth individuals | 100 | $93,508,518 |
| Charitable organizations | Fewer than 5 clients | $28,614 |
| Corporations or other businesses | Fewer than 5 clients | $3,270,576 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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