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Building 2RAINSBERGER WEALTH ADVISORS

Map pinCOLORADO SPRINGS, CO
Phone719-328-1944
NotebookSEC #801-38096
Total AUM
$355.7M
Employees
8
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 PICO POINT
COLORADO SPRINGS
CO 80905
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
719-328-1944

ReceiptFinancials

Total AUM
$355.7M
Accounts
980
Discretionary
$333M
Accounts
923
Non-Discretionary
$22.7M
Accounts
57

ContactClients

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Individual Clients
190
AUM
$41.6M
HNW Individual Clients
92
AUM
$312.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOKSMNNETX

HandshakeAffiliates

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

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