Rachor Investment Advisory Services, LLC
Firm details
- Headquarters
- Linden, Michigan
- CRD number
- 105495
- Registered since
- July 8, 1985
- Website
- www.rias.net
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.83%
- Individuals31.53%
- Corporations / Businesses2.92%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Rachor Investment Advisory Services, LLC is an independent registered investment adviser that has been SEC registered since 1985. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. It identifies as a capital allocator and lists accountant among its business activities. Advisory services noted on its filings include financial planning, portfolio management for both individuals/small businesses and for businesses or institutions, pension consulting, and selection of other advisers. The firm does not describe itself as an active ESG investor.
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
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$188M in ETFs
1%
$1.3M
99%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $73.6M | 1,582,725 | 39.03% |
Location
Linden, MI
Genesee
Location
Linden, MI
Headquartered in Linden, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Genesee
- Address
- 120 N Bridge St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
CPR Investments Inc
RIARochester, MI
Richmond Brothers, Inc.
RIAJackson, MI
Spectrum Financial Resources
RIATroy, MI
English Capital Management LLC
RIABloomfield Hills, MI
Pinnacle Wealth Management Group, Inc.
RIAPlymouth, MI
Clear Ridge Wealth Management, LLC
RIAKalamazoo, MI