RITTER WEALTH COUNSEL

RIASEC Registered
Total AUM
$68.6M
Discretionary
$0
0% of AUM
Avg account
$3.6M
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
SAN RAFAEL, California
CRD number
107474
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ritter Wealth Counsel is an independent, sole-proprietorship RIA focused on serving individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements. According to available disclosures, the adviser does not operate as a capital allocator and reports its relationships as non-discretionary. The practice is not flagged as an active ESG investor and is not registered as a multi-state adviser in the provided snapshot. The client base and service model point to a boutique advisory practice concentrated on high-net-worth households that prefer advisory and planning services over delegated discretionary management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 72%, Exchange Traded Equities 19%, Cash & Cash Equivalents 10%72%
  • Public Funds/Mutual Funds72%
  • Exchange Traded Equities19%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • BRUCE RITTER

    Financial AdvisorCRD 1706528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN RAFAEL, CA

MARIN

Location

SAN RAFAEL, CA

Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
25 Mitchell Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth