Rise Financial Services, LLC

Overview

Rise Financial Services, LLC is organized as a limited liability company and has been registered with the SEC since 2008. Ownership is reported as a combination of a domestic entity and an individual. FINTRX categorizes the firm as “unclassified” and does not list it as a capital allocator. The profile indicates a narrow set of self-reported attributes: the firm is not identified as an active ESG investor, is not a pension consultant, is not a related adviser, and is not marked as a newly formed or multi-state adviser in FINTRX’s snapshot. Public disclosures provided to FINTRX contain little detail about the firm’s specific advisory activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices