CRD: 314790
Riddick & CO Entrepreneurial Finance, LLC
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- Custodian
- Assetmark · Pershing · Reliance Trust Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
About Riddick & CO Entrepreneurial Finance, LLC
Riddick & Co Entrepreneurial Finance is a fiduciary advisory firm serving entrepreneurial business owners and executives, delivering largely virtual planning and investment management. The firm coordinates tax, estate and business-structure decisions with clients’ CPAs and attorneys, supports business retirement plans, and offers insurance solutions (life, annuities, LTC, disability). Portfolios emphasize ETFs and access to institutional managers such as J.P. Morgan and BlackRock.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM JAMES RIDDICK
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5466494
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,646,811 | -- |
| Non-Discretionary | $945,808 | -- |
| Total | $8,592,619 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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