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William Michael Reickert

INDEPENDENT FAMILY OFFICE, LLC·ALBANY, New York
Clean recordINDEPENDENT FAMILY OFFICE, LLC
677 BROADWAY, ALBANY, NY 12207CRD# 1673416Firm CRD# 144811

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Michael Reickert · ALBANY, NY
Registration
CRD #1673416 · INDEPENDENT FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Michael Reickert is a registered financial advisor based in ALBANY, New York, affiliated with INDEPENDENT FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INDEPENDENT FAMILY OFFICE, LLC
INDEPENDENT FAMILY OFFICE, LLC
AUM
$556M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at INDEPENDENT FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1673416
Firm CRD# 144811
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Michael Reickert offer?
William Michael Reickert specializes in Financial Planning, Investment Management. Contact their office in ALBANY, New York for a consultation.
What are William Michael Reickert's credentials?
William Michael Reickert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Reickert located?
William Michael Reickert is based in ALBANY, New York, working with INDEPENDENT FAMILY OFFICE, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does William Michael Reickert charge for services?
William Michael Reickert's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INDEPENDENT FAMILY OFFICE, LLC?
INDEPENDENT FAMILY OFFICE, LLC has approximately 15 employees and manages $556M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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