How does the advisor help clients – Key Takeaways:
RIDDICK & CO ENTREPRENEURIAL FINANCE, LLC (RIDDICK & CO) is a leading financial advisory firm that specializes in providing financial guidance to entrepreneurs and small business owners. With a team of experienced financial advisors, RIDDICK & CO is able to offer a range of services that help clients navigate the complex world of finance.
The following are key takeaways that highlight how RIDDICK & CO helps its clients:
- Offers personalized financial advice tailored to each client’s unique needs and goals.
- Assists with financial planning, including budgeting, retirement planning, and investment management.
- Provides access to a network of financial partners, such as lenders and investors.
- Helps clients understand and manage risk in their business ventures.
- Offers ongoing support and guidance to ensure continued financial success.
Facts and Insights
RIDDICK & CO has been providing financial advisory services for over 10 years and has established a strong reputation in the industry. The firm is known for its expertise in working with small businesses and has helped numerous entrepreneurs achieve their financial goals.
Here are some key facts and insights about RIDDICK & CO:
- RIDDICK & CO has over $100 million in assets under management.
- The firm has a team of 15 experienced financial advisors.
- RIDDICK & CO has been in business since 2009.
Assets Under Management, Number of Advisors and Time in Business:
The following table provides a breakdown of RIDDICK & CO’s assets under management, number of advisors, and years in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 15 | Since 2009 |
Financial Services Offered
RIDDICK & CO offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Financial planning and budgeting
- Retirement planning
- Investment management
- Business valuation
- Risk management
- Access to financial partners, such as lenders and investors
Client Types
RIDDICK & CO serves a diverse clientele, including:
- Small business owners
- Entrepreneurs
- Startup companies
- High net worth individuals
Fees & Compensation
RIDDICK & CO’s fees and compensation structure is transparent and based on the following factors:
- Total assets under management
- Types of services provided
- Complexity of the client’s financial needs
The firm’s financial advisors are compensated through a combination of fees and commissions, based on the client’s needs and preferences.
Background
RIDDICK & CO was founded by John Riddick, a highly experienced financial advisor with over 20 years of experience working with entrepreneurs and small business owners. John’s passion for helping businesses succeed led him to establish RIDDICK & CO, and his expertise has helped the firm become a trusted name in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIDDICK & CO is required to disclose certain important information to its clients. These disclosures include:
- Any potential conflicts of interest
- The firm’s fee structure
- Any disciplinary actions or legal proceedings against the firm or its advisors
- Any affiliations