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Building 2RAINEY & RANDALL WEALTH ADVISORS, INC.

Map pinCELEBRATION, FL
Phone727-344-7711
NotebookSEC #801-63498
Total AUM
$918.2M
Employees
7
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
610 SYCAMORE STREET
SUITE 340
CELEBRATION
FL 34747
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
727-344-7711
Other Offices
1

ReceiptFinancials

Total AUM
$918.2M
Accounts
874
Discretionary
$914M
Accounts
870
Non-Discretionary
$4.2M
Accounts
4

ContactClients

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Individual Clients
136
AUM
$55.8M
HNW Individual Clients
196
AUM
$862.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILLAMDMINCNHPASCTNTXVA

HandshakeAffiliates

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

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