Frank, Rimerman Advisors LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 124147
- Registered since
- July 1, 2003
- Website
- www.frankrimerman.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.77%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Frank, Rimerman Advisors LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2003. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as a capital allocator and maintains an industry affiliation with accounting professionals. It does not list ESG investing as an active focus and is not characterized as a multistate adviser. Frank, Rimerman Advisors LLC was named one of "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds23%
- State & Local Bonds19%
- Cash & Cash Equivalents5%
- Other5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$395M in ETFs
99%
$393M
<1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $108M | 146,361 | 27.39% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 1801 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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