Investment adviser · CRD 136005

RICHEY ADVISORS, INC.

Investment adviser filing (IA)

FULLERTON, CA, United States · Form ADV filed Jun 21, 2012

Regulatory AUM
$69.2M
Form ADV · Item 5.F
Client accounts
465
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

110 E. WILSHIRE AVE., STE. 307
FULLERTON, CA, 92832-1959, United States

CRD 136005

Filing source

Form ADV 654737 · Jun 21, 2012 · 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.