Asset ManagerRIA · CRD 133250SEC-Registered

Updated:

Michael E. Reichek Financial Services

Pittsburgh-based registered investment adviser run by Michael Reichek, blending fee-only financial planning with discretionary portfolio management.

Michael E. Reichek Financial Services

Michael E. Reichek operates a financial services practice headquartered in Pittsburgh, Pennsylvania. The firm structures itself as a registered investment adviser, a regulatory posture that subjects it to fiduciary standards distinct from the broader broker-dealer industry. Its stated service model couples comprehensive financial planning with discretionary asset management, a pairing that anchors the practice in ongoing advisory relationships rather than transactional product distribution. The firm's investment approach tilts toward publicly traded securities, constructing equity and fixed-income allocations tailored to individual client objectives. Its regulatory filings suggest a willingness to engage in private placements, pointing to exposure areas that can extend into private credit or real estate when suitable for accredited investors. Geography centers on the Western Pennsylvania market, though the advisory relationship model is not inherently constrained to the region. Practice scale is not publicly reported. Solo practitioners operating under the registered investment adviser framework often rely on a limited set of curated external manager relationships and custodian partnerships to service a concentrated client base. Michael Reichek maintains corresponding registrations with the Pennsylvania Department of Banking and Securities and the Securities and Exchange Commission, a dual-registration dynamic common for smaller advisory firms. Structurally, the practice's single-principal architecture separates it from consolidated wealth management platforms. The regulatory obligation to act as a fiduciary—formalized under the Investment Advisers Act of 1940—creates a compliance burden that larger firms distribute across legal departments, while here it sits directly with the named principal. This concentrated accountability shapes both the firm's pace of client acquisition and its ability to customize portfolio construction away from model-driven defaults.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Pittsburgh

Corporate office

Pittsburgh, PA, United States

Principals

Michael E. Reichek

Principal

Sector focus

Financial ServicesPrivate CreditReal Estate

Frequently asked questions

Is Michael E. Reichek Financial Services a fiduciary?

Yes. As a registered investment adviser regulated by the Securities and Exchange Commission and the Pennsylvania Department of Banking and Securities, the firm is bound by the fiduciary standard under the Investment Advisers Act of 1940. That standard requires the firm to place client interests ahead of its own when making investment recommendations and managing portfolios.

What types of clients does the firm typically serve?

The firm serves individuals and families, with a likely concentration in Western Pennsylvania given the Pittsburgh headquarters. Fee-only advisory practices of this size often work with mass-affluent and high-net-worth clients who seek ongoing planning relationships rather than episodic transactional advice.

Does the firm manage money on a discretionary basis?

Yes. Regulatory filings indicate the firm offers discretionary portfolio management, meaning it can execute trades and rebalance client portfolios without seeking advance approval for each transaction. The firm also provides non-discretionary advisory services for clients who prefer to retain decision authority.

What investment vehicles does the firm use?

The firm primarily constructs portfolios from individual equities, bonds, and pooled investment vehicles including mutual funds and exchange-traded funds. Its regulatory disclosures also reference an ability to recommend private placements to accredited investors, which can open exposure to private credit or real estate outside public markets.

How does the firm charge for its services?

The firm operates on a fee-only model, which typically includes asset-based fees calculated as a percentage of assets under management and, in some cases, fixed or hourly planning fees. Fee-only compensation means the firm does not accept commissions or third-party payments that could create incentives to recommend particular products.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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