Leonard Rickey Investment Advisors, P.l.l.c.
● SEC registered since 2013CRD 116891SEC# 801-77834Yakima, WA
Reg. AUM
$958.1M
Employees
19
Accounts
3,277
Location
Yakima, WA
Leonard Rickey Investment Advisors, P.l.l.c. assets under management
Leonard Rickey Investment Advisors, P.l.l.c. is a registered investment adviser overseen by the SEC based in Yakima, WA. The firm has been registered since 2013. It reports $958.1 million in regulatory assets under management and employs 19 people.
Leonard Rickey Investment Advisors, P.l.l.c. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin John Rickey Control | Member / Chief Compliance Officer | 25-50% | 2001 |
| Joy Suzanne Stenehjem Control | Member | 25-50% | 2001 |
| Matthew James Hargreaves Control | Cio | 5-10% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Leonard Rickey Investment Advisors, P.l.l.c. manage?
Leonard Rickey Investment Advisors, P.l.l.c. reports $958.1 million in regulatory assets under management on its Form ADV.
How many employees does Leonard Rickey Investment Advisors, P.l.l.c. have?
Leonard Rickey Investment Advisors, P.l.l.c. reports 19 employees.
Where is Leonard Rickey Investment Advisors, P.l.l.c. located?
Leonard Rickey Investment Advisors, P.l.l.c. is based in Yakima, WA and has been SEC-registered since 2013.
Does Leonard Rickey Investment Advisors, P.l.l.c. disclose fund performance?
Leonard Rickey Investment Advisors, P.l.l.c. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3908 Creekside Loop, Suite 100, Yakima, WA 98902 |
| Phone | 509-972-3686 |
| Fax | 509-972-4188 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1731447 |
| Discloses disciplinary history | No |
Regulatory AUM
$958.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$958.1Mregulatory AUM
Discretionary $939.7MNon-discretionary $18.4M