Ralicki & Company, P.A.
● SEC registered since 2022CRD 141192SEC# 801-124724Stuart, FL
Reg. AUM
$129M
Employees
3
Accounts
253
Location
Stuart, FL
Ralicki & Company, P.A. assets under management
Ralicki & Company, P.A. is an SEC-registered investment adviser based in Stuart, FL. The firm has been registered since 2022. It reports $129 million in regulatory assets under management and employs 3 people.
Ralicki & Company, P.A. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Arthur Ralicki Control | President And Chief Compliance Officer | Over 75% | 1994 |
Frequently asked questions
How much does Ralicki & Company, P.A. manage?
Ralicki & Company, P.A. reports $129 million in regulatory assets under management on its Form ADV.
How many employees does Ralicki & Company, P.A. have?
Ralicki & Company, P.A. reports 3 employees.
Where is Ralicki & Company, P.A. located?
Ralicki & Company, P.A. is based in Stuart, FL and has been SEC-registered since 2022.
Does Ralicki & Company, P.A. disclose fund performance?
Ralicki & Company, P.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1235 SE Indian Street, Suite 102, Stuart, FL 34997 |
| Phone | 772-221-4508 |
| Fax | 772-221-4509 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$129M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$129Mregulatory AUM
Discretionary $122.4MNon-discretionary $6.6M