Right Investment Team LLC
RIAState Registered
Total AUM
$10.3M
Discretionary
$10.3M
100% of AUM
Avg account
$380K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 282193
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.2%
- HNWI41.8%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Right Investment Team LLC is an independently owned RIA registered in Ohio that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Ownership is at the individual level and the business appears scaled for a small client base rather than institutional capital allocation. The adviser does not list ESG investing as an active focus.
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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
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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