RHG Advisors LLC
RIAState Registered
Total AUM
$3.7M
Discretionary
$3.7M
100% of AUM
Avg account
$933K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 131836
- Registered since
- June 21, 2012
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.17%
- Corporations / Businesses34.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RHG Advisors LLC is a small, independent LLC-style registered adviser operating out of Arizona that focuses on discretionary portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. It does not identify as an ESG investor, does not function as a multi-state adviser or pension consultant, and is not structured as a capital allocator or related-adviser network.
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 Funds73%
- Exchange Traded Equities15%
- Cash & Cash Equivalents12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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