$11.1M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-25-2020
- Office Locations
- 1
Office Locations
-- Syosset NY
About Haystack Financial Planning
Haystack Financial Planning is a boutique RIA led by financial planner Matthew Garrett Ricks, focused on the disabled community with an intentionally accessible client experience. The firm delivers holistic financial planning and ongoing investment management, typically building portfolios with ETFs and public funds using an asset-allocation and risk-management approach, and custodies through Altruist.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$463.5K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MATTHEW GARRETT RICKS
Chief Compliance Officer, Financial Planner
- CRD
- #5902163
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,991,180 | -- |
| Non-Discretionary | $1,133,834 | -- |
| Total | $11,125,014 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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