AdvisorOS Directory
Claim Profile
ST

Susan Marie Van Tress

LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.·YAKIMA, Washington
Unclaimed Profile
3908 CREEKSIDE LOOP, YAKIMA, WA 98902CRD# 4304938Firm CRD# 116891
01

About

Susan Marie Van Tress is a registered financial advisor based in YAKIMA, Washington, affiliated with LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
AUM
$712M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4304938
Firm CRD# 116891
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in YAKIMA?

Browse all registered financial advisors in YAKIMA, Washington or claim this profile if it's yours.

Browse YAKIMA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Marie Van Tress offer?
Susan Marie Van Tress specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.
What are Susan Marie Van Tress's credentials?
Susan Marie Van Tress is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Marie Van Tress located?
Susan Marie Van Tress 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 Susan Marie Van Tress charge for services?
Susan Marie Van Tress'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in YAKIMA
Benjamin John Rickey — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.Joy Suzanne Stenehjem — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.William Joseph Dezellem — TIETON CAPITAL MANAGEMENT, LLCMatthew Walter Dhane — TIETON CAPITAL MANAGEMENT, LLCLeonard Glen Rickey — LEONARD RICKEY INVESTMENT ADVISORS, P.L.L.C.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile