RALICKI & COMPANY, P.A.
RALICKI & COMPANY, P.A. of STUART, FL is an SEC-registered investment adviser (CRD 141192). Regulatory assets under management: $129.0M.
Registration
- CRD: 141192
- SEC file number: 801-124724
- Type: Registered investment adviser
- Location: 1235 SE INDIAN STREET, SUITE 102, STUART, FL, 34997
- Phone: 772-221-4508
- Latest filing: 2026-03-06
- Regulatory AUM: $129.0M
- Discretionary AUM: $122.4M
- Non-discretionary AUM: $6.6M
- Clients: 3
- Accounts: 253
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, Pensions, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| David Arthur Ralicki | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| RALICKI DAVID ARTHUR | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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