REIK & CO., LLC
A73
CRD 142414·SEC 801-67284·NEW YORK, NY
AUM
$322.1M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$966K
@ 30% margin
Est. Deal Value
$7.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $338.7M
'21 · $394.3M
'22 · $397.5M
'23 · $424.3M
'25 · $382.9M
'26 · $322.1M
'20'26
$338.7M → $322.1M▼ -5%
Client mix
| Individuals High Net Worth | 50 |
| Individuals Other | 5 |
| Pension Profit Sharing Plans | 2 |
| Charitable Organizations | 2 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 5 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
NEW YORK NY
Branches
| Count | 3 |
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
15 WEST 53RD STREETNEW YORK, NY 10019
Business
15 WEST 53RD STREETNEW YORK, NY 10019
Edgar Recent Filings
13F-HR2026-05-05 · 0001388028-26-000002
13F-HR2026-02-05 · 0001388028-26-000001