Rise Financial Partners

RIAState Registered
Total AUM
$70.2M
Discretionary
$70.2M
100% of AUM
Avg account
$177K
Accounts
396
Employees
5
Advisory reps
5

Firm details

Headquarters
,
CRD number
305637
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals51.52%
  • HNWI45.33%
  • Charitable Organizations2.81%
  • Corporations / Businesses0.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Rise Financial Partners is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management across individual and pooled structures, and it also manages portfolios for small businesses and institutions. Its billing mixes AUM-based fees with fixed fees. Public filings indicate the firm is not positioned as an ESG-focused allocator.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 59%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 2%59%
  • Exchange Traded Equities59%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Thomas Hlohinec

    Thomas Hlohinec

    Founder & CEOCRD 6059536

  • Josiah Robison

    Chief Compliance OfficerCRD 7489601

Contacts

3 of 3
  • Joshua Elmore

    Joshua Elmore

    Director of Wealth ManagementCRD 6627985

  • Jeffrey Speers

    Jeffrey Speers

    PresidentCRD 5056495

  • Luke Anderson

    Luke Anderson

    Investment Advisor RepresentativeCRD 8250760

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth