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They include 50 high-net-worth individuals, 5 individual clients, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Reik & Co. offer?","answer":"Reik & Co. provides portfolio management for individuals and small businesses and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Reik & Co. use?","answer":"Reik & Co.’s separately managed account assets are held at Morgan Stanley & Co. LLC (New York, NY), with $273M, UBS Financial Services Inc. (Weehawken, NJ), with $26.2M, Merrill Lynch Professional Clearing Corp. (New York, NY), with $13.7M and Fidelity Brokerage Services LLC (Smithfield, RI), with $5.89M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Reik & Co. have?","answer":"Reik & Co. has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Reik & Co. invest in?","answer":"At the end of its last fiscal year, Reik & Co.’s separately managed accounts held 94% exchange-traded equities, 5% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Reik & Co.?","answer":"Reik & Co.’s direct owner is William Reik (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Reik & Co. get paid?","answer":"Reik & Co. is paid through a percentage of assets under management and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}