RAILROAD CANYON INSURANCE AND FINANCIAL SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CANYON LAKE, California
CRD number
150168
Fee structure
Hourly Charges, Fixed Fees, Commissions
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Railroad Canyon Insurance And Financial Services operates as a sole proprietorship focused on insurance brokerage and fee-based financial planning. The firm runs educational seminars and workshops in addition to one-on-one planning work. Its business model mixes commission-driven insurance distribution with hourly and fixed-fee planning engagements, so its advisory activity centers on delivering insurance solutions and planning guidance rather than acting as a discretionary investment manager. The firm is not positioned as a multi-state registered adviser, does not identify as an active ESG investor, and does not serve as a pension consultant or institutional capital allocator. There is no indication the firm runs third-party alternative fund programs or manages pooled investment vehicles; instead, its client-facing activity emphasizes product distribution and financial education.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DENNIS KORTE

    Co-OwnerCRD 2567562

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CANYON LAKE, CA

RIVERSIDE

Location

CANYON LAKE, CA

Headquartered in CANYON LAKE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
RIVERSIDE
Address
31566 Railroad Canyon Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth