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 organized as an LLC and operating since 1985. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its service set includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting services, and the selection of other advisers. The firm identifies as a capital allocator and also lists accounting among its business activities. It does not identify 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%
Contacts
3 of 4TOD FISHER
AdvisorCRD 5718017
Patricia Walton
Financial AdvisorCRD 6708659
Bethany Yerk
AdvisorCRD 8167427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$177M in ETFs
1%
$886K
100%
$176M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD) | Dimensional | Active | Short Term Bond | $69.6M | 1,452,715 | 39.26% |
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
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