Riser Investing, LLC

RIAState Registered

Total AUM

$30.1M

Discretionary

$30.1M

100% of AUM

Avg account

$1.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 335089
Website: www.riserinvesting.com
Custodians: CHARLES SCHWAB & CO., INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans60.73%
HNWI35.78%
Individuals3.5%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Riser Investing, LLC is an independent, Michigan-registered limited liability investment adviser organized under individual ownership. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its advisory work centers on discretionary portfolio management for individuals and small businesses and includes pension consulting services. Riser Investing is not identified as an active ESG investor and does not present itself as a multi-state capital allocator.