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Building 2RABE INVESTMENT CONSULTING GROUP

Map pinRICHFIELD, OH
Phone2167707300
NotebookSEC #801-122170
Total AUM
$129.9M
Employees
3
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4199 KINROSS LAKES PARKWAY
SUITE 210
RICHFIELD
OH 44286
United States
Operating Hours
8:30 -5
Monday - Friday
Phone
2167707300

ReceiptFinancials

Total AUM
$129.9M
Accounts
420
Discretionary
$112.5M
Accounts
350
Non-Discretionary
$17.4M
Accounts
70

ContactClients

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Individual Clients
111
AUM
$28.9M
HNW Individual Clients
29
AUM
$84.4M
Charitable Organization Clients
1
AUM
$9.9M
Insurance Company Clients
1
AUM
$3.5M
Corporation or Business Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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