Rabe Investment Consulting Group

RIASEC Registered

Total AUM

$147M

Discretionary

$121M

82% of AUM

Avg account

$392K

Accounts

376

Employees

Advisory reps

Firm details

Headquarters: Richfield, Ohio
CRD number: 316029
Registered since: August 30, 2021
Custodians: TRADEPMR BY ROBINHOOD
Fee structure: Percentage of AUM
Client types: HNWI67.64%
Individuals21.33%
Charitable Organizations7.38%
Insurance Companies3.4%
Corporations / Businesses0.26%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rabe Investment Consulting Group is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm, SEC-registered in 2021 and owned by an individual, charges fees as a percentage of assets under management and offers financial planning, portfolio management for individuals and small businesses, manager selection, publications, and educational workshops. They report not being an active ESG investor and are not a multi-state adviser.