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Gregory Ricks LLC (Metairie)


Gregory Ricks LLC is a large advisory firm based in Metairie. It manages $124.17 million of regulatory assets for 4,265 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Louisiana, Mississippi, and Texas.

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Gregory Ricks provides portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregory Ricks: assets under management

The assets under management (AUM) of Gregory Ricks LLC is $124.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $124.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gregory Ricks LLC for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Metairie

The principal office where Gregory Ricks LLC performs its advisory services is located at 2800 Veterans Memorial Boulevard, Metairie, LA 70002, 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 504-832-9200 or by fax 504-846-9356. The normal business hours are m-th 8 am - 5 pm, fri 8 am - 4 pm on Other. You can find more information about the New York firm at gregoryricks.com.


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