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Rick Investor Services Inc (Wyomissing)


Rick Investor Services Inc is an internet adviser based in Wyomissing. It manages $22.04 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Rick Investor Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rick Investor Services: assets under management

The assets under management (AUM) of Rick Investor Services Inc is $22.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.45 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rick Investor Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wyomissing

The principal office where Rick Investor Services Inc performs its advisory services is located at 2650 Westview Dr, Wyomissing, PA 19610, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-670-9890 or by fax 610-678-9294. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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