CRD: 133250
Michael E. Reichek DBA Reichek Financial Services
$1.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
19 yrs Firm Age
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- Custodian
- Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2007
- Office Locations
- 1
Office Locations
-- Sugar Land TX
About Michael E. Reichek DBA Reichek Financial Services
Reichek Financial Services is a Sugar Land, TX boutique advisory focused on retail investors, with an emphasis on retirement-oriented planning, risk management, and insurance and annuity solutions. The practice also utilizes mutual funds and equity exposure (including ETFs) alongside cash in managed accounts, and is associated with the Lincoln Financial platform.
Team overview
68 AVG AGE
$1.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
14.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL EDWARD REICHEK
Owner
- CRD
- #2191323
- 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 | $0 | -- |
| Non-Discretionary | $1,194,000 | -- |
| Total | $1,194,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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