R
$322.1M Total AUM
$296.1M Disc. AUM
-2.6% 3Y CAGR
5 Employees
60 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS · Merrill Lynch · Morgan Stanley · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2006
- Office Locations
- 2
Office Locations
-- Cincinnati OH
-- NEW York NY
About Reik & Co., LLC
Reik & Co., LLC is a NEW York-based RIA with 2 offices. The firm has been operating for 19 years. Managing $322.1M in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Merrill Lynch.
Team overview
-- AVG AGE
$80.5M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
4.5 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM JAMES REIK, JR.
Managing Member
- CRD
- #373399
- Ownership
- 75% or more
Available
Available
Available
ANNE MARIE PIERNO
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #2055703
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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T
Tyler Harper Bowden
--
- CRD
- #7756562
Available
Available
Available
J
JEFFREY ERIC SCHUSS
--
- CRD
- #1326294
Available
Available
Available
Showing 2 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $296,084,594 | $2,874,608 |
| Non-Discretionary | $26,060,855 | $13,030,428 |
| Total | $322,145,449 | $3,068,052 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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