Reik & Co., Llc
- Regulatory AUM
- $322M
- Discretionary
- $296M
- Clients
- 60
- Avg AUM / client
- $5.4M
- Accounts
- 105
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.4M | 0.75% |
| High net worth individuals | 50 | $248M | 77.0% |
| Pension and profit sharing plans | 2 | $3.8M | 1.19% |
| Charitable organizations | 2 | $10.8M | 3.35% |
| Corporations and other businesses | 1 | $57.0M | 17.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William James Reik, Jr. | Managing Member | Nov 2006 (20y) | 75% or more | |
| Anne Marie Pierno | Chief Compliance Officer/Chief Operating Officer | Mar 2007 (19y) | Less than 5% | |
| Jeffrey Eric Schuss | Registered representative | Aug 2021 (5y) | ||
| Tyler Harper Bowden | Registered representative | Jun 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Morgan Stanley $273M (85% of AUM) Mar 2026
- UBS $26.2M (8% of AUM) Mar 2026
- Citizens Bank, National Association $16.7M (4% of AUM) Mar 2021
- Merrill Lynch $13.7M (4% of AUM) Mar 2026
- Fidelity Brokerage Services $5.9M (2% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗