Investment adviser · CRD 159495

GREGORY RICKS LLC DBA GREGORY RICKS & ASSOCIATES

Investment adviser filing (IA)

GREGORY RICKS LLC

METAIRIE, LA, United States · Form ADV filed Jul 26, 2017

Regulatory AUM
$124M
Form ADV · Item 5.F
Client accounts
4,265
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 26, 2017. View historical filings

Reported services

Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Subscription · Fixed

Principal office

2800 VETERANS MEMORIAL BOULEVARD, SUITE 170
METAIRIE, LA, 70002, United States

CRD 159495

Filing source

Form ADV 1129803 · Jul 26, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.