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Matthew James Hargreaves

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.·YAKIMA, Washington
Series 65Clean record12 years registeredLEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
3908 CREEKSIDE LOOP, YAKIMA, WA 98902CRD# 5344316Firm CRD# 116891

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Hargreaves · YAKIMA, WA
Registration
CRD #5344316 · LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. · 12 years registered
Brand Profile
Not yet started
01

Career History

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Aug 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 29, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
CRD 116891 · SEC 801-77834
AUM
$712M
Regulatory assets under management
Employees
15
2,897 client accounts
Services offered by LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. →
Introduction

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05

Frequently Asked Questions

What services does Matthew James Hargreaves offer?
Matthew James Hargreaves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Matthew James Hargreaves's credentials?
Matthew James Hargreaves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Hargreaves located?
Matthew James Hargreaves is based in YAKIMA, Washington, working with LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.
How does Matthew James Hargreaves charge for services?
Matthew James Hargreaves's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.?
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. has approximately 15 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.

Benjamin John Rickey
YAKIMA, WA
Susan Marie Van Tress
YAKIMA, WA
Joy Suzanne Stenehjem
YAKIMA, WA

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