Rino Invest Wealth Management LLC

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

Firm details

Headquarters
,
CRD number
322096
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rino Invest Wealth Management LLC operates as a limited liability company focused on providing financial planning services and educational seminars. The firm is structured to cater to individual clients, offering a fee structure that includes hourly charges and fixed fees. While the firm does not actively engage in ESG investing or operate as a multi-state adviser, it emphasizes personalized financial planning and client education as core components of its advisory activities.

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

Owners & executives

1 of 1
  • Cassian Nunez

    Cassian Nunez

    CEO & CCOCRD 7564851

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth