Rino Invest Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 322096
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Cassian Nunez
CEO & CCOCRD 7564851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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