LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

3908 Creekside Loop
Suite 100
Yakima, Washington 98902
Tel: 509-972-3686

About LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

LEONARD RICKEY INVESTMENT ADVISORS, PLLC, formally registered with the SEC as LEONARD RICKEY INVESTMENT ADVISORS, PLLC. The firm was established in 04/08/2013. They have over 4 offices throughout the country.

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. is a Yakima, Washington based Financial Planning firm with nearly $711,739,408 assets under management, offering retirement planning & investment advisory services to 2897 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116891
SEC#	801-77834
Assets Managed by Firm	$711,739,408
No. of Clients	2897
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2897	$711,739,408
Individuals (other than high net worth individuals)	697	$177,594,184
High net worth individuals	311	$493,052,068
Pension and profit sharing plans	Fewer than 5 clients	$6,896,925
Charitable organizations	7	$8,274,387
Corporations or other businesses	5	$18,431,038

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